{
  "crd_number": 306523,
  "slug": "true-wealth-advisory-group-miami-fl-306523",
  "primary_business_name": "TRUE WEALTH ADVISORY GROUP",
  "legal_name": "TRUE WEALTH ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 240117337.0,
  "raum_discretionary": 239490286.0,
  "raum_non_discretionary": 627051.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 50562980.0,
      "count": 9,
      "description": "IRREVOCABLE TRUSTS"
    },
    "high_net_worth_individuals": {
      "raum": 87126564.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 102427793.0,
      "count": 33
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/chrisaranalde",
    "https://linkedin.com/in/marc-shachtman-22668b1a",
    "https://linkedin.com/in/monica-izquierdo-a112405",
    "https://truewealthadvisorygroup.com/home"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306523",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523",
  "display_name": "True Wealth Advisory Group",
  "summary": "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.",
  "citation": "AdvisorCensus. True Wealth Advisory Group (CRD 306523): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is True Wealth Advisory Group compensated?",
      "a": "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."
    },
    {
      "q": "Where is True Wealth Advisory Group located?",
      "a": "True Wealth Advisory Group's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is True Wealth Advisory Group registered with the SEC or a state?",
      "a": "True Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 306523."
    },
    {
      "q": "How much does True Wealth Advisory Group manage?",
      "a": "True Wealth Advisory Group reports $240,117,337 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have True Wealth Advisory Group's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does True Wealth Advisory Group serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does True Wealth Advisory Group use?",
      "a": "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."
    },
    {
      "q": "Does True Wealth Advisory Group report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does True Wealth Advisory Group state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 141225976.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 163002615.0,
      "total_employees": 3,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 197255963.0,
      "total_employees": 3,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226394404.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 240117337.0,
      "total_employees": 4,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "TWAG does not charge a minimum advisory fee or impose a minimum dollar amount in advisory fees for investors."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "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.",
      "TWAG does not charge a minimum advisory fee or impose a minimum dollar amount in advisory fees for investors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 87126564.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 33,
      "fewer_than_5": false,
      "raum": 102427793.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 9,
      "fewer_than_5": false,
      "raum": 50562980.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}