TRUEWEALTH ADVISORS, LLC

CRD 298838File 801-114236

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$547.5M

Above cohort median (national)

Discretionary AUM

$543.1M

Non-discretionary $4.4M

Clients

1,104

1,614 accounts

Employees

Above cohort median in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 31, 2018
Principal office: 2000 SOUTHLAKE PARK, SUITE 200, HOOVER, AL, 35244
Phone: 205-588-4800
Website: https://www.linkedin.com/company/truewealth-advisors-llc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $547.5M
Discretionary AUM: $543.1M
Non-discretionary AUM: $4.4M
Discretionary accounts: 1,610
Non-discretionary accounts: 4
Total accounts: 1,614
AUM per client: $496K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$6.0M
Charitable organizations	Fewer than 5	$540K
High net worth individuals	297	$363.7M
Individuals (other than high net worth individuals)	793	$177.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

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