True Private Wealth Advisors, LLC
● SEC registered since 2012CRD 164947SEC# 801-76997Salem, OR
Reg. AUM
$1.43B
Employees
22
Accounts
1,592
Location
Salem, OR
True Private Wealth Advisors, LLC assets under management
True Private Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Salem, OR. The firm has been registered since 2012. It reports $1.4 billion in regulatory assets under management and employs 22 people.
True Private Wealth Advisors, LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC Control | Member | 10-25% | 2026 |
| Jason D. Herber, Inc. Control | Member | 10-25% | 2024 |
| Jason David Herber Control | Chief Financial Officer (cfo) | 10-25% | 2012 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does True Private Wealth Advisors, LLC manage?
True Private Wealth Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does True Private Wealth Advisors, LLC have?
True Private Wealth Advisors, LLC reports 22 employees.
Where is True Private Wealth Advisors, LLC located?
True Private Wealth Advisors, LLC is based in Salem, OR and has been SEC-registered since 2012.
Does True Private Wealth Advisors, LLC disclose fund performance?
True Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1781 Liberty Street SE, Suite 200, Salem, OR 97302 |
| Phone | 503-400-3311 |
| Fax | 503-400-3291 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.43B