Truewealth Advisors, LLC
TrueWealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Hoover, Alabama. Founded in 2011, the firm provides comprehensive wealth management, financial planning, and advisory services primarily for individuals, with a focus on both high-net-worth and other individual clients. The firm employs 21 people and serves a client base of over 1,200 accounts, emphasizing personalized, independent advice tailored to each client's goals. TrueWealth Advisors fosters long-term relationships and is staffed by CERTIFIED FINANCIAL PLANNER™ professionals. The firm is dedicated to serving individuals, families, and small business clients.
Investment Strategy
TrueWealth Advisors employs a client-centered, goals-based financial planning approach, aligning portfolio allocations with each client's most important long-term objectives rather than short-term market forecasts. The firm uses asset allocation to manage risk, seeking broad diversification across asset classes to mitigate systematic risk. Investment committees make consensus portfolio decisions. The firm does not attempt to forecast the economy or time the market, and instead emphasizes financial planning and behavioral coaching to help clients avoid reactive mistakes. Their approach is highly personalized, emphasizing relationships and holistic, values-based planning.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GRNY | TIDAL TRUST I | 8.83% | $32.6M | 1,305,456 | $20.41 | $24.99 | +$8.5M |
S SPY | SPDR S&P 500 ETF TR | 6.27% | $23.2M | 34,791 | $409.18 | $666.18 | +$780.1K |
C CGMS | CAPITAL GRP FIXED INCM ETF T | 6.00% | $22.2M | 798,992 | $26.49 | $27.75 | +$636.5K |
D DBEF | DBX ETF TR | 4.08% | $15.1M | 324,990 | $39.61 | $46.42 | +$5.7M |
A ACIO | ETF SER SOLUTIONS | 4.07% | $15.0M | 346,357 | $33.04 | $43.43 | -$2.4M |