Truesdell Wealth, Inc.
Truesdell Wealth, Inc. (CRD# 167112) is a financial advisory firm headquartered in Ocala, FL. They manage $7,270,923 in 65 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$111,860
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IA, IN, MA, MI, MN, NY, OH
Financial Advisors at Truesdell Wealth, Inc.
1
Paul Truesdell (CRD# 1564086) is an Investment Advisor Representative working at Truesdell Wealth, Inc. in Ocala, FL and has over 23 years of experience in the finance industry.
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