TRUE WEALTH & COMPANY LLC
Legal name: TRUE WEALTH & COMPANY
CRD #174841 SEC #801-124969 OVERLAND PARK, KS 913-653-8783
SEC Registered
Total AUM
$126.5M
Discretionary
$122.1M
Employees
8
Clients
101
Accounts
856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Oct 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Oct 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Jul 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Jun 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Mar 2023 | $126.5M | $122.1M | $4.4M | 8 | 0 |
| Nov 2022 | $122.5M | $120M | $2.5M | 7 | 0 |
| Aug 2022 | $122.5M | $120M | $2.5M | 7 | 0 |
| May 2022 | $122.5M | $120M | $2.5M | 7 | 0 |
| May 2022 | $122.5M | $120M | $2.5M | 7 | 0 |
| May 2022 | $122.5M | $120M | $2.5M | 7 | 0 |
| Apr 2022 | $125M | $120M | $5M | 7 | 0 |
DateNov 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateOct 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateOct 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateJul 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateJun 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateMar 2023
Total AUM$126.5M
Discretionary$122.1M
Non-Disc.$4.4M
Employees8
Clients0
DateNov 2022
Total AUM$122.5M
Discretionary$120M
Non-Disc.$2.5M
Employees7
Clients0
DateAug 2022
Total AUM$122.5M
Discretionary$120M
Non-Disc.$2.5M
Employees7
Clients0
DateMay 2022
Total AUM$122.5M
Discretionary$120M
Non-Disc.$2.5M
Employees7
Clients0
DateMay 2022
Total AUM$122.5M
Discretionary$120M
Non-Disc.$2.5M
Employees7
Clients0
DateMay 2022
Total AUM$122.5M
Discretionary$120M
Non-Disc.$2.5M
Employees7
Clients0
DateApr 2022
Total AUM$125M
Discretionary$120M
Non-Disc.$5M
Employees7
Clients0