SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
True Wealth Advisory Group
Miami, FL
True Wealth Advisory Group, LLC, CRD 306523
Firm filing updated March 19, 2026 ·
- $240.1MAssets
- 102Clients
- 3Advisory staff
- 260Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals60
- Corporations or other businesses33
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 60 | $87.1 million |
| Corporations or other businesses not listed above | 33 | $102.4 million |
| Other: "IRREVOCABLE TRUSTS" | 9 | $50.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$240.1 million
- Accounts260
- Discretionary$239.5 million · 256 accounts
- Non-discretionary$627,051 · 4 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps1
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: True Wealth Advisory Group, LLC SEC-registered investment advisor. CRD 306523, SEC file 801-123140.
- Registered with the SEC as an investment advisor (status date on record: February 2, 2022).
Is True Wealth Advisory Group a fiduciary?
Short answer: True Wealth Advisory Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.