Charles Lee Simmons
Chief Executive OfficerTruwealth Advisors, LLCCRD 2145300
About Charles Lee Simmons
Charles Lee Simmons is listed as Chief Executive Officer at Truwealth Advisors, LLC in Metairie, LA. Form ADV reports a beneficial ownership band of Under 5%. Charles Lee Simmons is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Truwealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Lee Simmons work?
Charles Lee Simmons is listed as Chief Executive Officer at Truwealth Advisors, LLC on SEC Form ADV.
How much of Truwealth Advisors, LLC does Charles Lee Simmons own?
Form ADV reports a beneficial ownership band of Under 5%.
Truwealth Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Truwealth Advisors, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |