Truman Wealth Advisors LLC
● SEC registered since 2025CRD 334752SEC# 801-132042Columbia, MO
Reg. AUM
$106M
Employees
3
Accounts
424
Location
Columbia, MO
Truman Wealth Advisors LLC assets under management
Truman Wealth Advisors LLC is an SEC-registered investment adviser based in Columbia, MO. The firm has been registered since 2025. It reports $106 million in regulatory assets under management and employs 3 people.
Truman Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen Katherine Osthus Control | Chief Compliance Officer | Under 5% | 2025 |
| Melinda Jean McCubbin Control | President | Over 75% | 2018 |
Frequently asked questions
How much does Truman Wealth Advisors LLC manage?
Truman Wealth Advisors LLC reports $106 million in regulatory assets under management on its Form ADV.
How many employees does Truman Wealth Advisors LLC have?
Truman Wealth Advisors LLC reports 3 employees.
Where is Truman Wealth Advisors LLC located?
Truman Wealth Advisors LLC is based in Columbia, MO and has been SEC-registered since 2025.
Does Truman Wealth Advisors LLC disclose fund performance?
Truman 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 | 411 N. College Avenue, Suite 201, Columbia, MO 65201 |
| Phone | 573-540-4788 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106M▼ 25%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$106Mregulatory AUM
Discretionary $103.4MNon-discretionary $2.6M