AdvisorCensus / Financial advisors / Florida / Miami / True Wealth Advisory Group
True Wealth Advisory Group
Filed as TRUE WEALTH ADVISORY GROUP · Legal name True Wealth Advisory Group, LLC
True Wealth Advisory Group is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is True Wealth Advisory Group compensated?
On its Form ADV (Item 5.E, October 2026), True Wealth Advisory Group reports these compensation arrangements: a percentage of assets under its management; other.
Where is True Wealth Advisory Group located?
True Wealth Advisory Group's principal office is in Miami, FL, according to its Form ADV.
Is True Wealth Advisory Group registered with the SEC or a state?
True Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 306523.
How much does True Wealth Advisory Group manage?
True Wealth Advisory Group reports $240,117,337 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have True Wealth Advisory Group's assets and staff changed since 2022?
In the Form ADV data for True Wealth Advisory Group: Regulatory assets under management: $141,225,976 in the October 2022 data and $240,117,337 in the October 2026 data, up 70%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does True Wealth Advisory Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (60); corporations or other businesses not listed above (33); other (9).
Which custodians does True Wealth Advisory Group use?
True Wealth Advisory Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does True Wealth Advisory Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306523
Does True Wealth Advisory Group state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "In general, we seek client relationships with a minimum of ten million dollars ($10,000,000) in assets to provide investment consulting and investment management services." "At our sole discretion, we provide advisory services to clients below this minimum account target amount for assets."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we seek client relationships with a minimum of ten million dollars ($10,000,000) in assets to provide investment consulting and investment management services.
At our sole discretion, we provide advisory services to clients below this minimum account target amount for assets.
Minimum annual fee: None
The brochure's wording
TWAG does not charge a minimum advisory fee or impose a minimum dollar amount in advisory fees for investors.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$240,117,337 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- True Wealth Advisory Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $240,117,337 | 4 | March 19, 2026 |
| October 2025 | $226,394,404 | 4 | March 28, 2025 |
| October 2024 | $197,255,963 | 3 | May 1, 2024 |
| October 2023 | $163,002,615 | 3 | October 4, 2023 |
| October 2022 | $141,225,976 | 4 | March 31, 2022 |
Regulatory assets under management: $141,225,976 in the October 2022 data and $240,117,337 in the October 2026 data, up 70%.
Total employees: 4 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. True Wealth Advisory Group (CRD 306523): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523