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TRUE WEALTH ADVISORY GROUP
Legal name: TRUE WEALTH ADVISORY GROUP, LLC
CRD 306523File 801-123140
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.1M
Below cohort median (national)
Discretionary AUM
$239.5M
Non-discretionary $627K
Clients
93
260 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 2, 2022
- Principal office
- 1 ALHAMBRA PLAZA, FLOOR PH, MIAMI, FL, 33134
- Phone
- 786.358.0050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.1M
- Discretionary AUM
- $239.5M
- Non-discretionary AUM
- $627K
- Discretionary accounts
- 256
- Non-discretionary accounts
- 4
- Total accounts
- 260
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $102.4M |
| High net worth individuals | 60 | $87.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 102 | 93 |
| 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.