TRUE Wealth Group
SEC RegisteredDefine Your True Wealth
About the firm
Founded in 2024, True Wealth Group serves clients across the U.S.—primarily families and professionals on the West Coast who value clarity and purposeful living. They offer comprehensive financial guidance with no products or commissions, built on what is best for the client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Planning, Tax Planning, Estate Planning, Liquidity and Exit Planning, and Equity Compensation Planning, delivered by a team of CFP® advisors with no products or commissions.
Who they serve
Families and professionals on the West Coast, as well as clients across the U.S., including business owners, founders, and individuals navigating life transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $24M |
| High Net Worth Individuals | 78 | $126M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 to $5,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUE Wealth Group 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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