Truewealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298838

SEC number

801-114236

Firm type

RIA

Assets under management

$547.5M as of Mar 18, 2026

Website

www.linkedin.com/company/truewealth-advisors-llc ↗

Phone

205-588-4800

Address

2000 Southlake Park, Hoover, AL, 35244

Advisors at this firm

14 in our index · page 1 of 1

• Kenneth Wayne AskewCRD 3195685 · Huntsville, AL
  IA RegisteredBroker
• Gary Lynn ElyCRD 2066209 · Huntsville, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Mattmuller GrantCRD 5331530 · Gulf Shore, AL
  IA RegisteredBroker
• Judy Denise HoltCRD 4824193 · Hoover, AL
  IA RegisteredRegistration inactive
• Daniel Richmond JonesCRD 5061683 · Hoover, AL
  IA RegisteredBroker
• Paul Benson MarksCRD 4948330 · Hoover, AL
  IA RegisteredBroker
• Jerry W McdonaldCRD 1636527 · Hoover, AL
  IA RegisteredBroker
• Warren Berry MarshallCRD 7327346 · Hoover, AL
  IA RegisteredRegistration inactive
• Brian Heath PaulkCRD 6137327 · Montgomery, AL
  IA RegisteredBroker
• Ronald Dewey PaulkCRD 2302319 · Greenville, AL
  IA RegisteredBroker
• Christopher Ryan PhillipsCRD 5057339 · Trussville, AL
  IA RegisteredBroker
• Larry Jason SimsCRD 4609917 · Hoover, AL
  IA RegisteredBroker
• Anthony Scott ShunnarahCRD 5529473 · Hoover, AL
  IA RegisteredRegistration inactive
• Freddy Joe WilliamsonCRD 1513825 · Trussville, AL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.