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TRUE WEALTH ADVISORY GROUP
TRUE WEALTH ADVISORY GROUP, LLC
CRD 306523 · SEC 801-123140
1 ALHAMBRA PLAZA, FLOOR PH, MIAMI, FL, 33134, United States
Phone
786.358.0050
Fax
800.784.0094
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.1M
Discretionary AUM
$239.5M
Team
4 total employees; 3 advisory reps; 39 broker-dealer reps
Clients
0
Fees
Percentage of AUM; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $87.1M |
| Corporations/business entities | 33 | $102.4M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD