Sean Allen Mason
Investment adviser representative at Truvestments Capital LLC
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Truvestments Capital LLCSep 2026 to now
- Motiv8 Investments, LLCSep 2022 to Sep 2026
- Creativeone Wealth, LLCJul 2020 to Sep 2022
- Fresno Financial AdvisorsMar 2018 to Dec 2024
- Retirement Wealth Advisors, Inc.Mar 2017 to Jul 2020
- Phi Beta Kapital Investments, Inc.Sep 2014 to Mar 2017
- Mason Financial & Insurance ServicesMar 2002 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6397859
- Firm CRD
- 291297