Michael Warren Long
Investment adviser representative at True Private Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
14 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- True Private Wealth Advisors, LLCAug 2014 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2014 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OR).
True Private Wealth Advisors, LLC
$1.4BAssets managed
1,592Clients
11Advisers
14 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
- 4399910
- Firm CRD
- 164947