RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C••••••••• R••• P•••••••
- Title
- Portfolio Manager – Financial Advisorreportedtruewealthllc.comfirm site, Sep 15, 2026
- Designations
- CFA, MBAreportedtruewealthllc.comas printed on the bio page, Sep 16, 2026
- Business email
- cphillips@truewealthllc.comreportedtruewealthllc.comfirm site, Sep 15, 2026
- Direct business phone
- 205-661-9333reportedtruewealthllc.comfirm site, Sep 15, 2026
- Professional profile
- truewealthllc.com/team/chris-phillipsreportedtruewealthllc.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/christopher-phillips-cfa-mba-65476514reportedtruewealthllc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T••••••••• A•••••••• L•• independent RIA currentsince Feb 16, 2024 · Trussville, Al
- C•••••••• F•••••••• G•••• A••••••• formerMay 12, 2011 to Feb 17, 2024 · Birmingham, Al
- A••••••••• F•••••••• S•••••••• L•• national BDAug 31, 2010 to May 10, 2011 · Birmingham, Al
- M••••• S•••••• wirehouseJun 1, 2009 to Jul 15, 2010 · Birmingham, Al
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 5, 2007 to Jun 1, 2009 · Birmingham, Al
- H••••••• A••••••••• I•• otherJan 18, 2006 to Feb 9, 2006 · Birmingham, Al
- C•••••••• F•••••••• G•••• A••••••• to T••••••••• A•••••••• L••left Feb 17, 2024, registered Feb 16, 2024 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- A••••••••• F•••••••• S•••••••• L•• to C•••••••• F•••••••• G•••• A•••••••left May 10, 2011, registered May 12, 2011 (2 days) · Other
- M••••• S•••••• to A••••••••• F•••••••• S•••••••• L••left Jul 15, 2010, registered Aug 31, 2010 (47 days) · Wirehouse to affiliated broker-dealer or bank
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- H••••••• A••••••••• I•• to C•••••••• G••••• M•••••• I•••left Feb 9, 2006, registered Oct 5, 2007 (603 days) · Other
- C••••••••• R••• P••••••• left C•••••••• F•••••••• G•••• A••••••• for T••••••••• A•••••••• L•• (registered 2024-02-16)Feb 17, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address