Truwealth Advisors, LLC
CRD 306876SEC# 801-119073Metairie, LA
No longer SEC-registered. Truwealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.05B
Employees
3
Accounts
7,629
Location
Metairie, LA
Truwealth Advisors, LLC assets under management
Truwealth Advisors, LLC is an SEC-registered investment adviser based in Metairie, LA. It reports $3.1 billion in regulatory assets under management and employs 3 people.
Truwealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Lee Simmons Control | Chief Executive Officer | Under 5% | 2020 |
| James Carlos Parrie Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2026 |
| Matthew William Rodrigue Control | Chief Investment Officer | Under 5% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Truwealth Advisors, LLC manage?
Truwealth Advisors, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Truwealth Advisors, LLC have?
Truwealth Advisors, LLC reports 3 employees.
Where is Truwealth Advisors, LLC located?
Truwealth Advisors, LLC is based in Metairie, LA.
Does Truwealth Advisors, LLC disclose fund performance?
Truwealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 Lake Villa Drive, Suite 200, Metairie, LA 70002-6785 |
| Office hours | 8:00a.m. - 6:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.05B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$3.05Bregulatory AUM
Discretionary $3.05B