True Private Wealth Advisors, LLC

True Private Wealth Advisors, LLC (CRD# 164947) is a financial advisory firm headquartered in Salem, OR. They manage $533,139,436 in 2,777 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    533
    MILLION
  • Total Number of Accounts
    2,777
    ACCOUNTS
  • Average Account Value
    $191,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NE, OR, TX, WA

Financial Advisors at True Private Wealth Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Aaron B. Zidenberg
CRD#: 6072682
388 State Street, Suite 1000, Salem, OR 97301
100
Wealthminder
score

Aaron Zidenberg (CRD# 6072682) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 10 years of experience in the finance industry.

2
Michael B. Davis
CRD#: 2289138
388 State Street, Suite 1000, Salem, OR 97301
93
Wealthminder
score

Michael Davis (CRD# 2289138) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 24 years of experience in the finance industry.

3
Todd A. Gescher
CRD#: 2505578
388 State Street, Suite 1000, Salem, OR 97301
93
Wealthminder
score

Todd Gescher (CRD# 2505578) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 22 years of experience in the finance industry.

4
Christopher A. Hatfield
CRD#: 5733146
111 Sw 5th Avenue, Suite 150, Portland, OR 97204
93
Wealthminder
score

Christopher Hatfield (CRD# 5733146) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Portland, OR and has over 7 years of experience in the finance industry.

5
Jason D. Herber
CRD#: 3238058
388 State Street, Suite 1000, Salem, OR 97301
93
Wealthminder
score

Jason Herber (CRD# 3238058) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry.

6
Joseph E. Opsahl
CRD#: 1257252
111 Sw 5th Avenue, Suite 150, Portland, OR 97204
93
Wealthminder
score

Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Portland, OR and has over 32 years of experience in the finance industry.

7
John H. Martin
CRD#: 2533237
388 State Street, Suite 1000, Salem, OR 97301
86
Wealthminder
score

John Martin (CRD# 2533237) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 22 years of experience in the finance industry. John Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stephen R. Altman
CRD#: 2795104
388 State Street, Suite 1000, Salem, OR 97301
83
Wealthminder
score

Stephen Altman (CRD# 2795104) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 20 years of experience in the finance industry.

9
Michael W. Long
CRD#: 4399910
388 State Street, Suite 1000, Salem, OR 97301
81
Wealthminder
score

Michael Long (CRD# 4399910) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 15 years of experience in the finance industry.

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