TCWP LLC
Legal name: TRUCLARITY WEALTH ADVISORS
CRD #305145 SEC #801-117226 BEACHWOOD, OH 216-619-8412
SEC Registered
Total AUM
$100.5M
Discretionary
$99M
Employees
3
Clients
1
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $100.5M | $99M | $1.5M | 3 | 5 |
| Jan 2024 | $690.9M | $668.4M | $22.5M | 12 | 10 |
| May 2023 | $690.9M | $668.4M | $22.5M | 12 | 10 |
| Apr 2023 | $690.9M | $668.4M | $22.5M | 12 | 10 |
| Mar 2023 | $690.9M | $668.4M | $22.5M | 12 | 10 |
| Mar 2023 | $726.8M | $694.6M | $32.2M | 12 | 10 |
| Nov 2022 | $726.8M | $694.6M | $32.2M | 12 | 10 |
| Sep 2022 | $726.8M | $694.6M | $32.2M | 12 | 10 |
| Mar 2022 | $726.8M | $694.6M | $32.2M | 12 | 10 |
| Oct 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| Sep 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| Aug 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| May 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| May 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| May 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| Mar 2021 | $172.1M | $166.6M | $5.5M | 7 | 0 |
| Aug 2020 | $110.7M | $107.7M | $3M | 9 | 2 |
| Jun 2020 | $110.7M | $107.7M | $3M | 9 | 2 |
| Jun 2020 | $110.7M | $107.7M | $3M | 9 | 2 |
| Mar 2020 | $110.7M | $107.7M | $3M | 9 | 2 |
| Dec 2019 | $101M | $100.8M | $249.7K | 6 | 0 |
| Dec 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2024
Total AUM$100.5M
Discretionary$99M
Non-Disc.$1.5M
Employees3
Clients5
DateJan 2024
Total AUM$690.9M
Discretionary$668.4M
Non-Disc.$22.5M
Employees12
Clients10
DateMay 2023
Total AUM$690.9M
Discretionary$668.4M
Non-Disc.$22.5M
Employees12
Clients10
DateApr 2023
Total AUM$690.9M
Discretionary$668.4M
Non-Disc.$22.5M
Employees12
Clients10
DateMar 2023
Total AUM$690.9M
Discretionary$668.4M
Non-Disc.$22.5M
Employees12
Clients10
DateMar 2023
Total AUM$726.8M
Discretionary$694.6M
Non-Disc.$32.2M
Employees12
Clients10
DateNov 2022
Total AUM$726.8M
Discretionary$694.6M
Non-Disc.$32.2M
Employees12
Clients10
DateSep 2022
Total AUM$726.8M
Discretionary$694.6M
Non-Disc.$32.2M
Employees12
Clients10
DateMar 2022
Total AUM$726.8M
Discretionary$694.6M
Non-Disc.$32.2M
Employees12
Clients10
DateOct 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateSep 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateAug 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateMay 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateMay 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateMay 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateMar 2021
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees7
Clients0
DateAug 2020
Total AUM$110.7M
Discretionary$107.7M
Non-Disc.$3M
Employees9
Clients2
DateJun 2020
Total AUM$110.7M
Discretionary$107.7M
Non-Disc.$3M
Employees9
Clients2
DateJun 2020
Total AUM$110.7M
Discretionary$107.7M
Non-Disc.$3M
Employees9
Clients2
DateMar 2020
Total AUM$110.7M
Discretionary$107.7M
Non-Disc.$3M
Employees9
Clients2
DateDec 2019
Total AUM$101M
Discretionary$100.8M
Non-Disc.$249.7K
Employees6
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0