Truvestor Wealth Management

Truvestor Wealth Management (CRD# 283807) is a financial advisory firm headquartered in , . They manage $44,582,574 in 145 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.truvestorwealth.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $307,466
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX, VA

Financial Advisors at Truvestor Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Anuj Patel, financial advisor Suwanee GA
Anuj H. Patel
CRD#: 6645178
Suwanee, GA

Anuj Patel (CRD# 6645178) is an Investment Advisor Representative working at Truvestor Wealth Management in Suwanee, GA and has over 8 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.

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