# True Wealth Group

> True Wealth Group is an SEC-registered investment advisory firm in Bend, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 332426
- Filed as: TRUE WEALTH GROUP
- Legal name: Skyliner Wealth, LLC
- Also doing business as: TRUE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332426
- AdvisorCensus page: https://advisorcensus.com/firm/true-wealth-group-bend-or-332426

## Quick answers

**How is True Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), True Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does True Wealth Group charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $400 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is True Wealth Group located?**
True Wealth Group's principal office is in Bend, OR, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is True Wealth Group registered with the SEC or a state?**
True Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332426.

**How much does True Wealth Group manage?**
True Wealth Group reports $151,410,600 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have True Wealth Group's assets and staff changed since 2024?**
In the Form ADV data for True Wealth Group: Regulatory assets under management: $0 in the October 2024 data and $151,410,600 in the October 2026 data. Total employees: 2 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does True Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (78).

**Which custodians does True Wealth Group use?**
True Wealth 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 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/332426

**Does True Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Minimum Account Size: True Wealth Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios."

**What changed in True Wealth Group's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> Minimum Account Size: True Wealth Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios.

- Hourly rate: $400 an hour (financial planning)

> Fees for stand-alone services (when a Client does not use True Wealth Group’s investment management services for complimentary financial planning) are charged on an hourly basis. The hourly rate for financial planning is $400.

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: $151,410,600
- Discretionary: $151,410,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $23,899,649 |
| High net worth individuals | 78 | $125,957,719 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,553,232 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Lake Oswego, OR

### Websites listed on Form ADV (Item 1.I)
- mytruewealthgroup.com
- Facebook @True-Wealth-Group
- Instagram @mytruewealth
- LinkedIn @Truewealthgroup
- YouTube @MyTrueWealthGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 5, 2024 |
| October 2025 | $108,531,615 | 3 | July 16, 2025 |
| October 2026 | $151,410,600 | 6 | July 1, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $151,410,600 in the October 2026 data.
Total employees: 2 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 2 to 3.

### April 2026
- Regulatory assets under management went from $108,531,615 to $151,410,600 (+40%).
- Added the business name True Wealth.
- Registered or notice-filed in NE.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Wealth Group (CRD 332426): Form ADV filing data as of October 2026.