Truman Wealth Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 334752
· SEC file 801-132042
· Columbia, MO
· www.instagram.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $106M
- Discretionary
- $103M
- Clients
- 98
- Avg AUM / client
- $1.1M
- Accounts
- 424
- Employees
- 3
AUM over time
$106M
$142M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $54.5M | 51.4% |
| High net worth individuals | 22 | $38.1M | 36.0% |
| Pension and profit sharing plans | 0 | $2.6M | 2.47% |
| Charitable organizations | 1 | $10.7M | 10.1% |
| Corporations and other businesses | 1 | $36.6K | 0.03% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ellen Katherine Osthus | Registered representative | CFP | Apr 2025 (1y) | |
| Maria Teresa Hernandez Huerta | Registered representative | CFP | Apr 2025 (1y) | |
| Melinda Jean Mc Cubbin | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 930 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $80.3M (76% of AUM) Mar 2026
- Morningstar Investment Services Llc $71.7M (50% of AUM) Apr 2025
- Vanguard Marketing Corporation $10.7M (10% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗