TRUADVISORS
SEC RegisteredInvestments and Wealth Management
About the firm
TruAdvisors is a fiduciary investment advisory firm offering portfolio management and investment advice across a range of account types and financial products. The firm is committed to putting client interests first, providing transparent and accountable service through third-party custodianship, and delivering personalized financial solutions tailored to each client's unique needs and aspirations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management and investment advice on stocks, bonds, ETFs, and mutual funds; taxable investment accounts; Traditional and Roth IRAs; 401ks, 403bs, SIMPLE IRAs, and SEP IRAs; annuities; and life insurance.
Who they serve
Individuals at any stage of their financial journey, including those starting out, those seeking investment income, those who are risk averse, and those looking to grow their wealth over the long run.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 140 | $32M |
| High Net Worth Individuals | 32 | $101M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.