True Wealth Advisory Group, LLC
● SEC registered since 2022CRD 306523SEC# 801-123140Miami, FL
Reg. AUM
$240.1M
Employees
4
Accounts
260
Location
Miami, FL
True Wealth Advisory Group, LLC assets under management
True Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2022. It reports $240.1 million in regulatory assets under management and employs 4 people.
True Wealth Advisory Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Giselle Casella | Chief Compliance Officer | Under 5% | 2024 |
| Marc Howard Shachtman Control | Chief Executive Officer | Under 5% | 2019 |
| Monica Amalia Izquierdo Control | Chief Operating Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does True Wealth Advisory Group, LLC manage?
True Wealth Advisory Group, LLC reports $240.1 million in regulatory assets under management on its Form ADV.
How many employees does True Wealth Advisory Group, LLC have?
True Wealth Advisory Group, LLC reports 4 employees.
Where is True Wealth Advisory Group, LLC located?
True Wealth Advisory Group, LLC is based in Miami, FL and has been SEC-registered since 2022.
Does True Wealth Advisory Group, LLC disclose fund performance?
True Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Alhambra Plaza, Floor Ph, Miami, FL 33134 |
| Phone | 786.358.0050 |
| Fax | 800.784.0094 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$240.1Mregulatory AUM
Discretionary $239.5MNon-discretionary $627K