TRUMAN WEALTH ADVISORS LLC
Doing business as TRUMAN WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$105,980,250
Discretionary
$103,360,729
Non-discretionary
$2,619,521
Firm details
- CRD number
- 334752
- SEC file number
- 801-132042
- Main office
- COLUMBIA, MO, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.