TRUE WEALTH ADVISORY GROUP, LLC
Legal name: TRUE WEALTH ADVISORY GROUP
CRD #306523 SEC #801-123140 MIAMI, FL 786.358.0050
SEC Registered
Total AUM
$226.4M
Discretionary
$225.9M
Employees
4
Clients
0
Accounts
304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $226.4M | $225.9M | $447.6K | 4 | 39 |
| May 2024 | $197.3M | $182.1M | $15.2M | 3 | 0 |
| Mar 2024 | $197.3M | $182.1M | $15.2M | 3 | 0 |
| Oct 2023 | $163M | $163M | $0 | 3 | 0 |
| Jun 2023 | $163M | $163M | $0 | 3 | 0 |
| Jun 2023 | $163M | $163M | $0 | 3 | 0 |
| Mar 2023 | $163M | $163M | $0 | 3 | 0 |
| Feb 2023 | $141.2M | $125.1M | $16.1M | 4 | 0 |
| Jan 2023 | $141.2M | $125.1M | $16.1M | 4 | 0 |
| Oct 2022 | $141.2M | $125.1M | $16.1M | 4 | 0 |
| Apr 2022 | $141.2M | $125.1M | $16.1M | 4 | 0 |
| Jan 2022 | $139.8M | $127.7M | $12.1M | 4 | 0 |
DateMar 2025
Total AUM$226.4M
Discretionary$225.9M
Non-Disc.$447.6K
Employees4
Clients39
DateMay 2024
Total AUM$197.3M
Discretionary$182.1M
Non-Disc.$15.2M
Employees3
Clients0
DateMar 2024
Total AUM$197.3M
Discretionary$182.1M
Non-Disc.$15.2M
Employees3
Clients0
DateOct 2023
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$141.2M
Discretionary$125.1M
Non-Disc.$16.1M
Employees4
Clients0
DateJan 2023
Total AUM$141.2M
Discretionary$125.1M
Non-Disc.$16.1M
Employees4
Clients0
DateOct 2022
Total AUM$141.2M
Discretionary$125.1M
Non-Disc.$16.1M
Employees4
Clients0
DateApr 2022
Total AUM$141.2M
Discretionary$125.1M
Non-Disc.$16.1M
Employees4
Clients0
DateJan 2022
Total AUM$139.8M
Discretionary$127.7M
Non-Disc.$12.1M
Employees4
Clients0