# True Wealth Advisory Group

> 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.

- CRD: 306523
- Filed as: TRUE WEALTH ADVISORY GROUP
- Legal name: True Wealth Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306523
- AdvisorCensus page: https://advisorcensus.com/firm/true-wealth-advisory-group-miami-fl-306523

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $240,117,337
- Discretionary: $239,490,286
- Non-discretionary: $627,051

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 60 | $87,126,564 |
| Corporations or other businesses not listed above | 33 | $102,427,793 |
| Other | 9 | $50,562,980 |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [truewealthadvisorygroup.com/home](https://truewealthadvisorygroup.com/home)
- LinkedIn @chrisaranalde
- LinkedIn @marc-shachtman-22668b1a
- LinkedIn @monica-izquierdo-a112405

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $141,225,976 | 4 | March 31, 2022 |
| October 2023 | $163,002,615 | 3 | October 4, 2023 |
| October 2024 | $197,255,963 | 3 | May 1, 2024 |
| October 2025 | $226,394,404 | 4 | March 28, 2025 |
| October 2026 | $240,117,337 | 4 | March 19, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Wealth Advisory Group (CRD 306523): Form ADV filing data as of October 2026.