TRUEWEALTH, LLC
Legal name: TRUEWEALTH MANAGEMENT
CRD #111055 SEC #801-57165 ATLANTA, GA 404-487-0500
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
33
Clients
--
Accounts
2,864
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $1.7B | $1.6B | $122.8M | 33 | 12 |
| Jul 2020 | $1.7B | $1.6B | $122.8M | 35 | 12 |
| Jun 2020 | $1.7B | $1.6B | $122.8M | 36 | 12 |
| Feb 2020 | $1.7B | $1.6B | $122.8M | 36 | 12 |
| Feb 2020 | $1.7B | $1.6B | $122.8M | 36 | 12 |
| Aug 2019 | $1.3B | $1.3B | $41.3M | 29 | 41 |
| Jul 2019 | $1.3B | $1.3B | $41.3M | 29 | 41 |
| Apr 2019 | $1.3B | $1.3B | $41.3M | 29 | 41 |
| Mar 2019 | $1.3B | $1.3B | $41.3M | 29 | 41 |
| Dec 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| Nov 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| Oct 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| May 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| Apr 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| Feb 2018 | $1.4B | $1.3B | $100.9M | 29 | 5 |
| Sep 2017 | $1.2B | $1.2B | $0 | 27 | 500 |
| Mar 2017 | $1.2B | $1.2B | $0 | 28 | 500 |
| Feb 2017 | $1.2B | $1.2B | $0 | 28 | 500 |
| Aug 2016 | $1B | $1B | $0 | 27 | 400 |
| Jun 2016 | $1B | $1B | $0 | 26 | 400 |
| Apr 2016 | $1B | $1B | $0 | 26 | 400 |
| Mar 2016 | $1B | $1B | $0 | 26 | 400 |
| Dec 2015 | $1B | $1B | $0 | 24 | 400 |
| Feb 2015 | $1B | $1B | $0 | 22 | 400 |
| Jan 2015 | $861M | $861M | $0 | 19 | 300 |
| Dec 2014 | $861M | $861M | $0 | 19 | 300 |
| Dec 2014 | $861M | $861M | $0 | 19 | 300 |
| Oct 2014 | $861M | $861M | $0 | 19 | 300 |
| Jul 2014 | $861M | $861M | $0 | 19 | 300 |
| Jul 2014 | $861M | $861M | $0 | 19 | 300 |
| Mar 2014 | $861M | $861M | $0 | 19 | 300 |
| Jan 2014 | $762.2M | $762.2M | $0 | 17 | 300 |
| Oct 2013 | $762.2M | $762.2M | $0 | 17 | 300 |
| Oct 2013 | $762.2M | $762.2M | $0 | 17 | 300 |
| Aug 2013 | $762.2M | $762.2M | $0 | 17 | 300 |
| Apr 2013 | $762.2M | $762.2M | $0 | 17 | 300 |
| Mar 2013 | $762.2M | $762.2M | $0 | 17 | 300 |
| Dec 2012 | $650.6M | $650.6M | $0 | 19 | 300 |
| Nov 2012 | $650.6M | $650.6M | $0 | 19 | 300 |
| Nov 2012 | $650.6M | $650.6M | $0 | 19 | 300 |
| Aug 2012 | $650.6M | $650.6M | $0 | 11 | 300 |
| Aug 2012 | $650.6M | $650.6M | $0 | 11 | 300 |
| Apr 2012 | $650.6M | $650.6M | $0 | 11 | 300 |
| Mar 2012 | $650.6M | $650.6M | $0 | 11 | 300 |
| Nov 2011 | $724.6M | $724.6M | $0 | 11 | 251 |
| Nov 2011 | $724.6M | $724.6M | $0 | 11 | 251 |
| Aug 2011 | $724.6M | $724.6M | $0 | -- | -- |
| Jun 2011 | $724.6M | $724.6M | $0 | -- | -- |
| May 2011 | $724.6M | $724.6M | $0 | -- | -- |
| Apr 2011 | $724.6M | $724.6M | $0 | -- | -- |
| Apr 2011 | $724.6M | $724.6M | $0 | -- | -- |
| Jan 2011 | $416.1M | $416.1M | $0 | 10 | -- |
| Oct 2010 | $416.1M | $416.1M | $0 | 10 | -- |
| Oct 2010 | $354.3M | $354.3M | $0 | 10 | -- |
| Oct 2009 | $354.3M | $354.3M | $0 | 10 | -- |
| Apr 2009 | $391.8M | $391.8M | $0 | 10 | -- |
| Dec 2007 | $409.9M | $409.9M | $0 | 10 | -- |
| Apr 2007 | $316.7M | $308.5M | $8.2M | 10 | -- |
| Feb 2006 | $250.2M | $234.4M | $15.8M | 10 | -- |
| Jan 2006 | $250.2M | $234.4M | $15.8M | 10 | -- |
| Dec 2005 | $250.2M | $234.4M | $15.8M | 10 | -- |
| Jan 2005 | $176.2M | $175.7M | $451K | 5 | -- |
| Dec 2004 | $176.2M | $175.7M | $451K | 5 | -- |
| Jan 2004 | $127.2M | $116.6M | $10.6M | 5 | -- |
| Jan 2004 | $127.2M | $116.6M | $10.6M | 5 | -- |
| Apr 2002 | $50.1M | $46M | $4M | 5 | -- |
DateAug 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees33
Clients12
DateJul 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees35
Clients12
DateJun 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees36
Clients12
DateFeb 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees36
Clients12
DateFeb 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$122.8M
Employees36
Clients12
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$41.3M
Employees29
Clients41
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$41.3M
Employees29
Clients41
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$41.3M
Employees29
Clients41
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$41.3M
Employees29
Clients41
DateDec 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateNov 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateOct 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateMay 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateApr 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateFeb 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees29
Clients5
DateSep 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients500
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients500
DateFeb 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients500
DateAug 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients400
DateJun 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients400
DateApr 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients400
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees26
Clients400
DateDec 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients400
DateFeb 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients400
DateJan 2015
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateDec 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateDec 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateOct 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateJul 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateJul 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateMar 2014
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees19
Clients300
DateJan 2014
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateOct 2013
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateOct 2013
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateAug 2013
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateApr 2013
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateMar 2013
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees17
Clients300
DateDec 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees19
Clients300
DateNov 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees19
Clients300
DateNov 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees19
Clients300
DateAug 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees11
Clients300
DateAug 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees11
Clients300
DateNov 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees11
Clients251
DateNov 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees11
Clients251
DateAug 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$416.1M
Discretionary$416.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$416.1M
Discretionary$416.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$316.7M
Discretionary$308.5M
Non-Disc.$8.2M
Employees10
Clients--
DateFeb 2006
Total AUM$250.2M
Discretionary$234.4M
Non-Disc.$15.8M
Employees10
Clients--
DateJan 2006
Total AUM$250.2M
Discretionary$234.4M
Non-Disc.$15.8M
Employees10
Clients--
DateDec 2005
Total AUM$250.2M
Discretionary$234.4M
Non-Disc.$15.8M
Employees10
Clients--
DateJan 2005
Total AUM$176.2M
Discretionary$175.7M
Non-Disc.$451K
Employees5
Clients--
DateDec 2004
Total AUM$176.2M
Discretionary$175.7M
Non-Disc.$451K
Employees5
Clients--
DateJan 2004
Total AUM$127.2M
Discretionary$116.6M
Non-Disc.$10.6M
Employees5
Clients--
DateJan 2004
Total AUM$127.2M
Discretionary$116.6M
Non-Disc.$10.6M
Employees5
Clients--
DateApr 2002
Total AUM$50.1M
Discretionary$46M
Non-Disc.$4M
Employees5
Clients--