Truwealth Advisors, LLC
Truwealth Advisors, LLC (CRD# 306876) is a financial advisory firm headquartered in Metairie, LA. They manage $2,106,194,250 in 6,613 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management2,106MILLION
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Total Number of Accounts6,613ACCOUNTS
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Average Account Value$318,493
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Wesley Bouler (CRD# 6699402) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.
Ramon Cesta (CRD# 4580039) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.
Joan Cox (CRD# 1260363) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 30 years of experience in the finance industry.
Cory Faucheux (CRD# 5100350) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 16 years of experience in the finance industry.
Christopher Hitzman (CRD# 4288522) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Mandeville, LA and has over 22 years of experience in the finance industry.
William Maisano (CRD# 6678768) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.
David Mire (CRD# 5810533) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.
James Parrie (CRD# 2114887) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 32 years of experience in the finance industry.
Matthew Rodrigue (CRD# 5694231) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 14 years of experience in the finance industry.
Charles Simmons (CRD# 2145300) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 31 years of experience in the finance industry.