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 25 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 23 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 8 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 18 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 33 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 23 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 21 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 16 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.