True Private Wealth Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$896K
Accounts
1,592
Employees
22
Advisory reps
12

Firm details

Headquarters
Salem, Oregon
CRD number
164947
Registered since
August 7, 2012
Website
www.truepwa.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI65.93%
  • Individuals32.05%
  • Charitable Organizations1.68%
  • Corporations / Businesses0.18%
  • Pension & Profit Sharing Plans0.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

True Private Wealth Advisors, LLC is an independent, SEC-registered RIA formed in 2012 that serves individual, family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and offers pension consulting and manager selection services. It operates as a capital allocator, directing client capital to third-party managers and incorporating ESG considerations into its investment process. Fee arrangements include asset-based fees, hourly billing and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 18%, Cash & Cash Equivalents 10%, US Government Bonds 4%, State & Local Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents10%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Madison Laughlin

    Chief Administrative OfficerCRD 6175412

Contacts

3 of 11
  • Michael Barr

    Michael Barr

    Wealth AdvisorCRD 7821023

  • Stephen Altman

    Stephen Altman

    Partner, CCOCRD 2795104

  • Steven Binns

    Steven Binns

    Senior Wealth AdvisorCRD 1350169

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 159

Active vs passive

$1B in ETFs

Passive

89%

$924M

Active

9%

$115M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS)BlackRockPassiveForeign Large Blend$82.3M862,1277.92%
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Location

Primary office

Salem, OR

Marion

Location

Salem, OR

Headquartered in Salem, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Marion
Address
1781 Liberty St Se
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth