This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUEWEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 15, 2021

First registration

Jun 15, 2021

Dual registered

no

Other names

Warren Marshall|Berry Marshall|Warren Berry Marshall|Warren Marshall|Warren Berry Marshall

IAPD individual key

7327346

• Occurred

  Mar 15, 2024
  Advisor changed firm

  Warren Berry Marshall left Concourse Financial Group Advisors for Truewealth Advisors, Llc (registered 2024-03-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:da5af607-2146-b6b5-a421-922d4f0ac271

First observed

Jun 15, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.