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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deangelis, Mark, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| IZQUIERDO, MONICA, AMALIA | I | CHIEF OPERATING OFFICER | NA | Control |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHACHTMAN, MARC, HOWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| TWAG HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
| SHACHTMAN, MARC, HOWARD | I | TWAG HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (3)
FL NY TX
Address
1 ALHAMBRA PLAZAFLOOR PH
MIAMI, FL 33134
United States
Phone: 786.358.0050