Be advised. This firm is no longer registered.

True Wealth & Company

True Wealth & Company (CRD# 174841) is a financial advisory firm headquartered in Overland Park, KS. They manage $126,496,448 in 856 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7450 W 130th Street, Suite 300, Overland Park, KS 66213
http://www.retirewithtrue.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $147,776
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, LA, MO, NE, TX

Financial Advisors at True Wealth & Company
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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