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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| PARRIE, JAMES, CARLOS | I | CHIEF OPERATING OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RODRIGUE, MATTHEW, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMMONS, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALTEAU, JENNIFER, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MANAGING MEMBER | E | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MANAGING MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| TRUWEALTH HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHARLES, LEE | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
| SIMMONS, CHRISTY, LYNN NEAL | I | TRUWEALTH HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (42)
AK AL AR AZ CA CO FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NJ NM NV NY OH OK OR PA SC SD TN TX UT VA WA WI WV
Address
2700 LAKE VILLA DRIVESUITE 200
METAIRIE, LA 70002-6785
United States
Phone: 504-779-7799