James Carlos Parrie
Chief Operating Officer & Chief Compliance OfficerTruwealth Advisors, LLCCRD 2114887
About James Carlos Parrie
James Carlos Parrie is listed as Chief Operating Officer & Chief Compliance Officer at Truwealth Advisors, LLC in Metairie, LA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Truwealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Carlos Parrie work?
James Carlos Parrie is listed as Chief Operating Officer & Chief Compliance Officer at Truwealth Advisors, LLC on SEC Form ADV.
How much of Truwealth Advisors, LLC does James Carlos Parrie own?
Form ADV reports a beneficial ownership band of Under 5%.
Truwealth Advisors, LLC
| Title | Chief Operating Officer & Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |