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 11 - 16 of 16 top financial advisors.
11
Jennifer Valteau, financial advisor Metairie LA
Jennifer M. Valteau
CRD#: 3176214
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Jennifer Valteau (CRD# 3176214) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.

12
Erin Vasseur, financial advisor Metairie LA
Erin L. Vasseur
CRD#: 4668917
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Erin Vasseur (CRD# 4668917) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 11 years of experience in the finance industry.

13
William Wall, financial advisor Metairie LA
William B. Wall
CRD#: 6529632
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

William Wall (CRD# 6529632) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 7 years of experience in the finance industry.

14
Garrett Ulmer, financial advisor Metairie LA
Garrett B. Ulmer
CRD#: 6686461
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Garrett Ulmer (CRD# 6686461) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 5 years of experience in the finance industry.

15
Megan Ulmer, financial advisor Metairie LA
Megan D. Ulmer
CRD#: 6708815
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Megan Ulmer (CRD# 6708815) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has 1 year of experience in the finance industry.

16
Jackson Young, financial advisor Metairie LA
Jackson E. Young
CRD#: 6919948
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002

Jackson Young (CRD# 6919948) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 2 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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