Truewealth Advisors, LLC
● SEC registered since 2018CRD 298838SEC# 801-114236Hoover, AL
Reg. AUM
$547.5M
Employees
21
Accounts
1,614
Location
Hoover, AL
Truewealth Advisors, LLC assets under management
Truewealth Advisors, LLC operates as an SEC-registered investment adviser based in Hoover, AL. The firm has been registered since 2018. It reports $547.5 million in regulatory assets under management and employs 21 people.
Truewealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Scott Shunnarah Control | Chief Growth Officer | Under 5% | 2026 |
| Daniel Richmond Jones Control | Chief Operations Officer/Managing Member | Under 5% | 2019 |
| Larry Jason Sims Control | Managing Member And Chief Compliance Officer | 50-75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Truewealth Advisors, LLC manage?
Truewealth Advisors, LLC reports $547.5 million in regulatory assets under management on its Form ADV.
How many employees does Truewealth Advisors, LLC have?
Truewealth Advisors, LLC reports 21 employees.
Where is Truewealth Advisors, LLC located?
Truewealth Advisors, LLC is based in Hoover, AL and has been SEC-registered since 2018.
Does Truewealth Advisors, LLC disclose fund performance?
Truewealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Southlake Park, Suite 200, Hoover, AL 35244 |
| Phone | 205-588-4800 |
| Fax | 205-383-2494 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$547.5M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$547.5Mregulatory AUM
Discretionary $543.1MNon-discretionary $4.4M