TRUEWEALTH ADVISORS, LLC
CRD #298838 SEC #801-114236 HOOVER, AL 205-588-4800
SEC Registered
Total AUM
$438.9M
Discretionary
$435.2M
Employees
21
Clients
10
Accounts
1,439
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $438.9M | $435.2M | $3.8M | 21 | 0 |
| Feb 2025 | $438.9M | $435.2M | $3.8M | 21 | 0 |
| Sep 2024 | $355.9M | $355.9M | $0 | 21 | 0 |
| Jun 2024 | $355.9M | $355.9M | $0 | 21 | 0 |
| May 2024 | $355.9M | $355.9M | $0 | 21 | 0 |
| Apr 2024 | $355.9M | $355.9M | $0 | 20 | 0 |
| Mar 2024 | $355.9M | $355.9M | $0 | 20 | 0 |
| Feb 2024 | $355.9M | $355.9M | $0 | 19 | 0 |
| Dec 2023 | $306.5M | $306.5M | $0 | 19 | 0 |
| Mar 2023 | $306.5M | $306.5M | $0 | 20 | 0 |
| Oct 2022 | $287.6M | $287.6M | $0 | 20 | 1 |
| Aug 2022 | $287.6M | $287.6M | $0 | 20 | 1 |
| Jul 2022 | $287.6M | $287.6M | $0 | 20 | 1 |
| Mar 2022 | $287.6M | $287.6M | $0 | 20 | 1 |
| Mar 2022 | $287.6M | $287.6M | $0 | 20 | 1 |
| Feb 2022 | $287.6M | $287.6M | $0 | 19 | 1 |
| Oct 2021 | $224.6M | $224.6M | $0 | 19 | 1 |
| Sep 2021 | $148.2M | $148.2M | $0 | 19 | 1 |
| Aug 2021 | $148.2M | $148.2M | $0 | 15 | 1 |
| Jul 2021 | $148.2M | $148.2M | $0 | 15 | 1 |
| Apr 2021 | $148.2M | $148.2M | $0 | 15 | 1 |
| Mar 2021 | $148.2M | $148.2M | $0 | 15 | 1 |
| Mar 2021 | $148.2M | $148.2M | $0 | 14 | 1 |
| Mar 2021 | $148.2M | $148.2M | $0 | 12 | 1 |
| Jan 2021 | $115.4M | $115.4M | $0 | 8 | 0 |
| Jun 2020 | $115.4M | $115.4M | $0 | 6 | 0 |
| Jun 2020 | $123.9M | $115.4M | $8.4M | 6 | 0 |
| Mar 2020 | $123.9M | $115.4M | $8.4M | 6 | 0 |
| Mar 2020 | $123.9M | $115.4M | $8.4M | 6 | 0 |
| Feb 2020 | $123.9M | $115.4M | $8.4M | 6 | 0 |
| Feb 2020 | $123.9M | $115.4M | $8.4M | 5 | 0 |
| Dec 2019 | $110.8M | $100.3M | $10.4M | 5 | 0 |
| Oct 2019 | $110.8M | $100.3M | $10.4M | 5 | 0 |
| Aug 2019 | $57M | $57M | $0 | 5 | 0 |
| Mar 2019 | $57M | $57M | $0 | 5 | 0 |
| Mar 2019 | $57M | $57M | $0 | 5 | 0 |
| Feb 2019 | $57M | $57M | $0 | 5 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$438.9M
Discretionary$435.2M
Non-Disc.$3.8M
Employees21
Clients0
DateFeb 2025
Total AUM$438.9M
Discretionary$435.2M
Non-Disc.$3.8M
Employees21
Clients0
DateSep 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees21
Clients0
DateMay 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees21
Clients0
DateApr 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees20
Clients0
DateFeb 2024
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees19
Clients0
DateDec 2023
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients1
DateAug 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients1
DateJul 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients1
DateMar 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients1
DateMar 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients1
DateFeb 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees19
Clients1
DateOct 2021
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees19
Clients1
DateSep 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees19
Clients1
DateAug 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees15
Clients1
DateJul 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees15
Clients1
DateApr 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees15
Clients1
DateMar 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees15
Clients1
DateMar 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees14
Clients1
DateMar 2021
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees12
Clients1
DateJan 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$123.9M
Discretionary$115.4M
Non-Disc.$8.4M
Employees6
Clients0
DateMar 2020
Total AUM$123.9M
Discretionary$115.4M
Non-Disc.$8.4M
Employees6
Clients0
DateMar 2020
Total AUM$123.9M
Discretionary$115.4M
Non-Disc.$8.4M
Employees6
Clients0
DateFeb 2020
Total AUM$123.9M
Discretionary$115.4M
Non-Disc.$8.4M
Employees6
Clients0
DateFeb 2020
Total AUM$123.9M
Discretionary$115.4M
Non-Disc.$8.4M
Employees5
Clients0
DateDec 2019
Total AUM$110.8M
Discretionary$100.3M
Non-Disc.$10.4M
Employees5
Clients0
DateOct 2019
Total AUM$110.8M
Discretionary$100.3M
Non-Disc.$10.4M
Employees5
Clients0
DateAug 2019
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0