{
  "crd_number": 305312,
  "slug": "true-wealth-stewards-carmel-in-305312",
  "primary_business_name": "TRUE WEALTH STEWARDS",
  "legal_name": "TRUE WEALTH STEWARDS LLC",
  "dbas": [],
  "city": "Carmel",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-09-30",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 47540551.0,
  "raum_discretionary": 47540551.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14570076.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 32970475.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IN"
  ],
  "websites": [
    "https://facebook.com/dougrotman",
    "https://linkedin.com/in/dougrotman",
    "https://truewealthstewards.com",
    "https://twitter.com/dougrotman"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305312",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CARMEL",
  "url": "https://advisorcensus.com/firm/true-wealth-stewards-carmel-in-305312",
  "display_name": "True Wealth Stewards",
  "summary": "True Wealth Stewards is a state-registered investment advisory firm in Carmel, IN, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. True Wealth Stewards (CRD 305312): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is True Wealth Stewards compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), True Wealth Stewards reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is True Wealth Stewards located?",
      "a": "True Wealth Stewards' principal office is in Carmel, IN, according to its Form ADV."
    },
    {
      "q": "Is True Wealth Stewards registered with the SEC or a state?",
      "a": "True Wealth Stewards is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305312."
    },
    {
      "q": "How much does True Wealth Stewards manage?",
      "a": "True Wealth Stewards reports $47,540,551 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does True Wealth Stewards serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (19)."
    },
    {
      "q": "Does True Wealth Stewards report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305312"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/true-wealth-stewards-carmel-in-305312.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 14570076.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 32970475.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/305312",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}