Truewealth Advisors, Llc
- Regulatory AUM
- $547M
- Discretionary
- $543M
- Clients
- 1,104
- Avg AUM / client
- $496K
- Accounts
- 1,614
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 793 | $177M | 32.4% |
| High net worth individuals | 297 | $364M | 66.4% |
| Charitable organizations | 2 | $540K | 0.1% |
| Corporations and other businesses | 12 | $6.0M | 1.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Onpath Federal Credit Union Onpath Federal Credit Union | 2024 | |
| Burkes Mechanical, Inc. 401(k) Plan Burkes Mechanical, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Benson Marks | Member | CFP | Feb 2014 (13y) | 50% – 75% |
| Larry Jason Sims | Managing Member | Sep 2017 (9y) | 50% – 75% | |
| Broadhead, Dorothy, Louise | Chief Compliance Officer | Sep 2018 (8y) | Less than 5% | |
| Daniel Richmond Jones | Chief Operations Officer/Managing Member | CFP | Oct 2019 (7y) | Less than 5% |
| Brian Heath Paulk | Registered representative | Jan 2021 (6y) | ||
| Ronald Dewey Paulk | Registered representative | Jan 2021 (6y) | ||
| Freddy Joe Williamson | Registered representative | Mar 2021 (5y) | ||
| Kenneth Wayne Askew | Registered representative | CFP | Mar 2021 (5y) | |
| Gary Lynn Ely | Registered representative | CFP | Mar 2021 (5y) | |
| Robert Mattmuller Grant | Registered representative | Sep 2021 (5y) | ||
| Jerry W Mcdonald | Registered representative | Chartered Financial Consultant | Jan 2022 (5y) | |
| Christopher Ryan Phillips | Registered representative | CFA | Feb 2024 (2y) | |
| Warren Berry Marshall | Registered representative | Mar 2024 (2y) | ||
| Judy Denise Holt | Registered representative | May 2024 (2y) | ||
| Anthony Scott Shunnarah | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Onpath Federal Credit Union | Onpath Federal Credit Union | 253 | $13.0M | 01/01/2024 |
| Burkes Mechanical, Inc. 401(k) Plan | Burkes Mechanical, Inc. | 617 | $27.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $545M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗