Daniel Lee Korth
Investment adviser representative at Truvestments Capital LLC
17 yearsExperience
2 statesRegistered in
$660.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Truvestments Capital LLCJan 2024 to now
- Truvestments Capital LLC dba Lily Wealth ManagementJan 2024 to now
- Prosperity Financial Group, Inc.Nov 2016 to Jan 2024
- World Equity GroupFeb 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Truvestments Capital LLC
$660.8MAssets managed
1,317Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308456
- Firm CRD
- 291297