Truewealth Management

Truewealth Management (CRD# 111055) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,444,990,000 in 2,544 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,445
    MILLION
  • Total Number of Accounts
    2,544
    ACCOUNTS
  • Average Account Value
    $567,999
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
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, FL, GA, LA, NC, NY, SC, TN, TX

Financial Advisors at Truewealth Management
Showing 1 - 10 of 16 top financial advisors.
1
Amanda T. Davis
CRD#: 6039070
3630 Peachtree Rd., Suite 300, Atlanta, GA 30326
96
Wealthminder
score

Amanda Davis (CRD# 6039070) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 5 years of experience in the finance industry. Amanda Davis 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.

2
James W. Heard
CRD#: 1219939
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
96
Wealthminder
score

James Heard (CRD# 1219939) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 24 years of experience in the finance industry. James Heard 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.

3
Stacy M. Lewis
CRD#: 4609677
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
96
Wealthminder
score

Stacy Lewis (CRD# 4609677) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 15 years of experience in the finance industry. Stacy Lewis 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.

4
Roger G. Ward
CRD#: 4635615
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
96
Wealthminder
score

Roger Ward (CRD# 4635615) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 13 years of experience in the finance industry. Roger Ward 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.

5
Kristin M. Zeigler
CRD#: 4956065
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
96
Wealthminder
score

Kristin Zeigler (CRD# 4956065) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 11 years of experience in the finance industry. Kristin Zeigler 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.

6
John F. Edgar
CRD#: 2444595
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
93
Wealthminder
score

John Edgar (CRD# 2444595) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 24 years of experience in the finance industry.

7
Branch P. Lawson
CRD#: 6171795
3630 Peachtree Road Ne, Suite 300, Atlanta, GA 30326
93
Wealthminder
score

Branch Lawson (CRD# 6171795) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 4 years of experience in the finance industry. Branch Lawson 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
Chelsea M. Waddell
CRD#: 6322226
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
93
Wealthminder
score

Chelsea Waddell (CRD# 6322226) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 3 years of experience in the finance industry. Chelsea Waddell 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.

9
Ashley R. Barba
CRD#: 6822552
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
90
Wealthminder
score

Ashley Barba (CRD# 6822552) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has 1 year of experience in the finance industry. Ashley Barba 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.

10
Jennifer E. Birchett
CRD#: 5363647
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326
90
Wealthminder
score

Jennifer Birchett (CRD# 5363647) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has 1 year of experience in the finance industry. Jennifer Birchett 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.

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