TRUE PRIVATE WEALTH ADVISORS, LLC
CRD #164947 SEC #801-76997 SALEM, OR 503-400-3311
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
20
Clients
0
Accounts
4,050
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.3B | $1.3B | $0 | 20 | 0 |
| May 2025 | $1.3B | $1.3B | $0 | 20 | 0 |
| Apr 2025 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 20 | 0 |
| Jul 2024 | $1.2B | $1.2B | $0 | 21 | 4 |
| Jul 2024 | $1.2B | $1.2B | $0 | 23 | 4 |
| Mar 2024 | $1.2B | $1.2B | $0 | 23 | 4 |
| Dec 2023 | $947.8M | $947.8M | $0 | 21 | 9 |
| Dec 2023 | $947.8M | $947.8M | $0 | 21 | 9 |
| Sep 2023 | $947.8M | $947.8M | $0 | 21 | 9 |
| Mar 2023 | $947.8M | $947.8M | $0 | 19 | 9 |
| Sep 2022 | $1.1B | $1.1B | $0 | 17 | 6 |
| May 2022 | $1.1B | $1.1B | $0 | 17 | 6 |
| Mar 2022 | $1.1B | $1.1B | $0 | 17 | 6 |
| Mar 2021 | $902.2M | $902.2M | $0 | 17 | 0 |
| Jun 2020 | $624.7M | $624.7M | $0 | 15 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 21 | 4 |
| Sep 2019 | $936M | $936M | $0 | 20 | 6 |
| Mar 2019 | $936M | $936M | $0 | 20 | 6 |
| Feb 2019 | $907.8M | $907.8M | $0 | 19 | 1 |
| Aug 2018 | $907.8M | $907.8M | $0 | 19 | 1 |
| May 2018 | $907.8M | $907.8M | $0 | 17 | 1 |
| Apr 2018 | $907.8M | $907.8M | $0 | 17 | 1 |
| Mar 2018 | $907.8M | $907.8M | $0 | 17 | 1 |
| Nov 2017 | $695.3M | $695.3M | $0 | 13 | 0 |
| Sep 2017 | $695.3M | $695.3M | $0 | 13 | 980 |
| Aug 2017 | $695.3M | $695.3M | $0 | 13 | 980 |
| Mar 2017 | $695.3M | $695.3M | $0 | 13 | 980 |
| Apr 2016 | $533.1M | $533.1M | $0 | 14 | 1,000 |
| Mar 2016 | $533.1M | $533.1M | $0 | 14 | 1,000 |
| Feb 2015 | $526M | $525M | $1M | 14 | 400 |
| Nov 2014 | $411.8M | $411.8M | $0 | 11 | 400 |
| Jul 2014 | $411.8M | $411.8M | $0 | 11 | 400 |
| Mar 2014 | $411.8M | $411.8M | $0 | 11 | 400 |
| Oct 2013 | $257.9M | $257.9M | $0 | 8 | 461 |
| Mar 2013 | $257.9M | $257.9M | $0 | 8 | 461 |
| Dec 2012 | $230M | $227M | $3M | 6 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients4
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees23
Clients4
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees23
Clients4
DateDec 2023
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees21
Clients9
DateDec 2023
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees21
Clients9
DateSep 2023
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees21
Clients9
DateMar 2023
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees19
Clients9
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients6
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients6
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients6
DateMar 2021
Total AUM$902.2M
Discretionary$902.2M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$624.7M
Discretionary$624.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients4
DateSep 2019
Total AUM$936M
Discretionary$936M
Non-Disc.$0
Employees20
Clients6
DateMar 2019
Total AUM$936M
Discretionary$936M
Non-Disc.$0
Employees20
Clients6
DateFeb 2019
Total AUM$907.8M
Discretionary$907.8M
Non-Disc.$0
Employees19
Clients1
DateAug 2018
Total AUM$907.8M
Discretionary$907.8M
Non-Disc.$0
Employees19
Clients1
DateMay 2018
Total AUM$907.8M
Discretionary$907.8M
Non-Disc.$0
Employees17
Clients1
DateApr 2018
Total AUM$907.8M
Discretionary$907.8M
Non-Disc.$0
Employees17
Clients1
DateMar 2018
Total AUM$907.8M
Discretionary$907.8M
Non-Disc.$0
Employees17
Clients1
DateNov 2017
Total AUM$695.3M
Discretionary$695.3M
Non-Disc.$0
Employees13
Clients0
DateSep 2017
Total AUM$695.3M
Discretionary$695.3M
Non-Disc.$0
Employees13
Clients980
DateAug 2017
Total AUM$695.3M
Discretionary$695.3M
Non-Disc.$0
Employees13
Clients980
DateMar 2017
Total AUM$695.3M
Discretionary$695.3M
Non-Disc.$0
Employees13
Clients980
DateApr 2016
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees14
Clients1,000
DateMar 2016
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees14
Clients1,000
DateFeb 2015
Total AUM$526M
Discretionary$525M
Non-Disc.$1M
Employees14
Clients400
DateNov 2014
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees11
Clients400
DateJul 2014
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees11
Clients400
DateMar 2014
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees11
Clients400
DateOct 2013
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees8
Clients461
DateMar 2013
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees8
Clients461
DateDec 2012
Total AUM$230M
Discretionary$227M
Non-Disc.$3M
Employees6
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0