True Wealth Stewards

True Wealth Stewards (CRD# 305312) is a financial advisory firm headquartered in Carmel, IN. They manage $35,987,043 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
160 W Carmel Dr, Ste 253, Carmel, IN 46032
https://www.truewealthstewards.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $218,103
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at True Wealth Stewards
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Rotman, financial advisor Carmel IN
Douglas M. Rotman
CRD#: 4284045
160 W Carmel Dr, Ste 253, Carmel, IN 46032

Douglas Rotman (CRD# 4284045) is an Investment Advisor Representative working at True Wealth Stewards in Carmel, IN and has over 23 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals