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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| BURKHEAD, KENNETH, EUGENE | I | CHIEF FINANCIAL OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| SARFF, BRYAN, ALLEN | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
| PAULSEN, BRIAN, THOMAS | I | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | A | Control |
Registrations
Federal
IA
Nov 21, 2023 REGISTERED
Notice Filings (7)
IL KS LA MO NE TX WI
Address
7450 W 130TH STREETSUITE 300
OVERLAND PARK, KS 66213
United States
Phone: 913-653-8783