# True Wealth Retirement Partners, LLC

> True Wealth Retirement Partners, LLC is a state-registered investment advisory firm in Wyoming, MI, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 333443
- Filed as: TRUE WEALTH RETIREMENT PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wyoming, MI
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333443
- AdvisorCensus page: https://advisorcensus.com/firm/true-wealth-retirement-partners-llc-wyoming-mi-333443

## Quick answers

**How is True Wealth Retirement Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Wealth Retirement Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is True Wealth Retirement Partners, LLC located?**
True Wealth Retirement Partners, LLC's principal office is in Wyoming, MI, according to its Form ADV.

**Is True Wealth Retirement Partners, LLC registered with the SEC or a state?**
True Wealth Retirement Partners, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333443.

**How much does True Wealth Retirement Partners, LLC manage?**
True Wealth Retirement Partners, LLC reports $16,857,998 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**What types of clients does True Wealth Retirement Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (6).

**Does True Wealth Retirement Partners, 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/333443

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,857,998
- Discretionary: $16,857,998
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,352,053 |
| High net worth individuals | 6 | $10,505,945 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [truewealthrp.com](https://truewealthrp.com)
- Facebook @truewealthrp
- LinkedIn @jordanleaman
- TikTok @truewealthrp
- YouTube @TrueWealthRP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Wealth Retirement Partners, LLC (CRD 333443): Form ADV filing data as of October 2026.