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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=11.0

Regulatory AUM

$547MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$543M

Private client RAUM

$541MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

14

RAUM per advisor

$39.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

21

Advisory employees

13

Offices

9Schedule D 1.F, beyond the principal office

Accounts

1,614

Individual clients

793

High net worth clients

297

Custody, client assets

$171M

SEC number

801-114236

CRD

298838

Filings on the tape

46

First filed

Oct 3, 2018

Latest filed

Aug 3, 2026

Organised

Limited Liability Company, AL

• Occurred

  Dec 3, 2019
  Control person joined

  Richmond Daniel Jones (Chief Operations Officer/Managing Member) appeared on Schedule A of Truewealth Advisors, Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 3, 2018
  First Form ADV filing

  Truewealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dfc5ccfb-b007-8dfb-ce23-6311c6327030

First observed

Oct 3, 2018

Last observed

Aug 3, 2026 47 days ago

Source families

Federal regulator filings

3 registered feeds 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.