TRUMAN WEALTH ADVISORS LLC
Legal name: TRUMAN WEALTH ADVISORS
CRD #334752 SEC #801-132042 COLUMBIA, MO 573-227-2077
SEC Registered
Total AUM
$142.1M
Discretionary
$142.1M
Employees
3
Clients
0
Accounts
400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $142.1M | $142.1M | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Jan 2025 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0