TRUE PRIVATE WEALTH ADVISORS, LLC

CRD 164947File 801-76997

APPROVED

Retail clients

Custody

Filing as of May 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.43B

Above cohort median (national)

Discretionary AUM

$1.43B

Clients

1,592

1,592 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 7, 2012
Principal office: 1781 LIBERTY STREET SE, SUITE 200, SALEM, OR, 97302
Phone: 503-400-3311
Website: https://www.truepwa.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.43B
Discretionary AUM: $1.43B
Non-discretionary AUM: $0
Discretionary accounts: 1,592
Non-discretionary accounts: 0
Total accounts: 1,592
AUM per client: $896K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.6M
Charitable organizations	6	$23.9M
High net worth individuals	357	$940.7M
Pension and profit sharing plans	5	$2.2M
Individuals (other than high net worth individuals)	1,219	$457.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.