# True Equity Wealth Management LLC

> True Equity Wealth Management LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 316790
- Filed as: TRUE EQUITY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316790
- AdvisorCensus page: https://advisorcensus.com/firm/true-equity-wealth-management-llc-nashville-tn-316790

## Quick answers

**How is True Equity Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Equity Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is True Equity Wealth Management LLC located?**
True Equity Wealth Management LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is True Equity Wealth Management LLC registered with the SEC or a state?**
True Equity Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316790.

**How much does True Equity Wealth Management LLC manage?**
True Equity Wealth Management LLC reports $11,318,098 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does True Equity Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (5); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does True Equity Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316790

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,318,098
- Discretionary: $11,318,098
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,778,804 |
| High net worth individuals | 5 | $4,633,298 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,905,996 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trueequitywealth.com
- Facebook @TrueEquityWealthManagementLLC
- LinkedIn @true-equity-wealth-management-llc
- LinkedIn @michael-shea-cfp®-ea-327a1a51
- YouTube @UCbbVHsqf6DpFsbRJMhdoWsQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Equity Wealth Management LLC (CRD 316790): Form ADV filing data as of October 2026.