TRUWEALTH ADVISORS, LLC
CRD #306876 SEC #801-119073 METAIRIE, LA 504-779-7799
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
36
Clients
--
Accounts
7,157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.5B | $2.5B | $0 | 36 | 146 |
| Feb 2025 | $2.5B | $2.5B | $0 | 34 | 146 |
| Sep 2024 | $2.1B | $2.1B | $0 | 34 | 123 |
| Jun 2024 | $2.1B | $2.1B | $0 | 34 | 123 |
| Apr 2024 | $2.1B | $2.1B | $0 | 34 | 123 |
| Mar 2024 | $2.1B | $2.1B | $0 | 34 | 123 |
| Mar 2024 | $2.1B | $2.1B | $0 | 36 | 123 |
| Oct 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Oct 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Sep 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Jun 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Jun 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Mar 2023 | $1.7B | $1.7B | $0 | 36 | 114 |
| Jan 2023 | $1.7B | $1.7B | $0 | 35 | 348 |
| Oct 2022 | $1.7B | $1.7B | $0 | 35 | 348 |
| Aug 2022 | $1.7B | $1.7B | $0 | 35 | 348 |
| Apr 2022 | $1.7B | $1.7B | $0 | 35 | 348 |
| Mar 2022 | $1.7B | $1.7B | $0 | 31 | 348 |
| Jan 2022 | $1.4B | $1.4B | $0 | 25 | 540 |
| May 2021 | $1.4B | $1.4B | $0 | 25 | 540 |
| Apr 2021 | $1.4B | $1.4B | $0 | 25 | 540 |
| Feb 2021 | $1.4B | $1.4B | $0 | 25 | 540 |
| Feb 2021 | $1.4B | $1.4B | $0 | 25 | 540 |
| Nov 2020 | $1.3B | $1.2B | $60M | 23 | 16 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees36
Clients146
DateFeb 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees34
Clients146
DateSep 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients123
DateJun 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients123
DateApr 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients123
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees34
Clients123
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees36
Clients123
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateSep 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees36
Clients114
DateJan 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees35
Clients348
DateOct 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees35
Clients348
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees35
Clients348
DateApr 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees35
Clients348
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees31
Clients348
DateJan 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients540
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients540
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients540
DateFeb 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients540
DateFeb 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients540
DateNov 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60M
Employees23
Clients16
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0