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TRUWEALTH ADVISORS, LLC

Investment AdviceMETAIRIE, LA

Assets Under Management

$2.5B

Total AUM

Donut chart: Discretionary 2.5B
Category	Value
Discretionary	2.5B

Adviser Information

Field	Value
CRD Number	306876
SEC Number	801-119073
Street Address	2700 LAKE VILLA DRIVE
Street Address 2	SUITE 200
Location	METAIRIE, LA 70002-6785
Country	United States
Phone	504-779-7799
Fax	504-779-7791
Total Employees	34

Client Count by Type (4,387 Total)

Horizontal bar chart: Individuals (other than H… 3,020, High Net Worth Individual… 1,329, Corporations/Businesses 20, Pension/Profit Sharing Pl… 10, Charitable Organizations 8
Category	Value
Individuals (other than H…	3,020
High Net Worth Individual…	1,329
Corporations/Businesses	20
Pension/Profit Sharing Pl…	10
Charitable Organizations	8

Truwealth Advisors, Llc, LA — Investment Adviser | BuildTrust