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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 22, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OSTHUS, ELLEN, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McCubbin, Melinda, Jean | I | PRESIDENT & CCO | E | Control |
| McCubbin, Melinda, Jean | I | PRESIDENT & CCO | E | Control |
| McCubbin, Melinda, Jean | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 22, 2025 REGISTERED
Notice Filings (4)
MN MO TN TX
Address
411 N. COLLEGE AVENUESUITE 201
COLUMBIA, MO 65201
United States
Phone: 573-227-2077