True Private Wealth Advisors, LLC
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
FINTRXOverview
True Private Wealth Advisors, LLC is an independent registered investment adviser that registered with the SEC in 2012. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third-party advisers. Fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and incorporates ESG considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 161Active vs passive
$1B in ETFs
90%
$914M
9%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $83.5M | 878,788 | 8.22% |
Location
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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