Truwealth Advisors, LLC

Truwealth Advisors, LLC (CRD# 306876) is a financial advisory firm headquartered in Metairie, LA. They manage $2,106,194,250 in 6,613 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002
https://twitter.com/truwealthadv
By the Numbers
  • Total Assets Under Management
    2,106
    MILLION
  • Total Number of Accounts
    6,613
    ACCOUNTS
  • Average Account Value
    $318,493
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Truwealth Advisors, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Wesley Bouler, financial advisor Metairie LA
Wesley C. Bouler
CRD#: 6699402
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Wesley Bouler (CRD# 6699402) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.

2
Ramon Cesta, financial advisor Metairie LA
Ramon F. Cesta
CRD#: 4580039
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Ramon Cesta (CRD# 4580039) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.

3
Joan Cox, financial advisor Metairie LA
Joan B. Cox
CRD#: 1260363
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Joan Cox (CRD# 1260363) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 30 years of experience in the finance industry.

4
Cory Faucheux, financial advisor Metairie LA
Cory M. Faucheux
CRD#: 5100350
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Cory Faucheux (CRD# 5100350) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 16 years of experience in the finance industry.

5
Christopher Hitzman, financial advisor Mandeville LA
Christopher J. Hitzman
CRD#: 4288522
173 Dalwill Drive, Mandeville, LA 70471

Christopher Hitzman (CRD# 4288522) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Mandeville, LA and has over 22 years of experience in the finance industry.

6
William Maisano, financial advisor Metairie LA
William T. Maisano
CRD#: 6678768
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

William Maisano (CRD# 6678768) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.

7
David Mire, financial advisor Metairie LA
David P. Mire
CRD#: 5810533
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

David Mire (CRD# 5810533) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 6 years of experience in the finance industry.

8
James Parrie, financial advisor Metairie LA
James C. Parrie
CRD#: 2114887
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

James Parrie (CRD# 2114887) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 31 years of experience in the finance industry.

9
Matthew Rodrigue, financial advisor Metairie LA
Matthew W. Rodrigue
CRD#: 5694231
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Matthew Rodrigue (CRD# 5694231) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 14 years of experience in the finance industry.

10
Charles Simmons, financial advisor Metairie LA
Charles L. Simmons
CRD#: 2145300
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Charles Simmons (CRD# 2145300) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 31 years of experience in the finance industry.

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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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