True Wealth Retirement Partners, LLC
Firm details
- Headquarters
- Wyoming, Michigan
- CRD number
- 333443
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.32%
- Individuals37.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
True Wealth Retirement Partners, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory services center on financial planning and portfolio management for individual clients and small businesses. The firm charges clients through a combination of AUM-based fees, hourly fees, and fixed fees. It is not positioned as a capital allocator, does not market itself as an ESG investor, and does not appear to operate across multiple states or as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Contacts
1 of 1
Jordan Leaman
Founder and CCOCRD 7451976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wyoming, MI
Kent
Location
Wyoming, MI
Headquartered in Wyoming, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 5751 Byron Center Ave Sw
- Time zone
- ET (UTC-5)
- Office locations
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