TruWealth Advisors is an investment advisor in Metairie with $1.70 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852031261
SEC advisor number
801-119073
FINRA CRD number
306876
AUM ?
$2.11 bn
(as of 5 Mar 24)
Accounts
6,613
(as of 5 Mar 24)
Employees
34
(17 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21