# Trueline Wealth Group, LLC

> Trueline Wealth Group, LLC is an SEC-registered investment advisory firm in Hattiesburg, MS, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 342570
- Filed as: TRUELINE WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Hattiesburg, MS
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342570
- AdvisorCensus page: https://advisorcensus.com/firm/trueline-wealth-group-llc-hattiesburg-ms-342570

## Quick answers

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

**Where is Trueline Wealth Group, LLC located?**
Trueline Wealth Group, LLC's principal office is in Hattiesburg, MS, according to its Form ADV.

**Is Trueline Wealth Group, LLC registered with the SEC or a state?**
Trueline Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342570.

**How much does Trueline Wealth Group, LLC manage?**
Trueline Wealth Group, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 30, 2026.

**Does Trueline Wealth Group, LLC 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/342570

**Does Trueline Wealth Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 8, 2026 says: "Our Firm does not require a minimum account size for advisory accounts." "We do not impose a minimum portfolio size requirement"

**What changed in Trueline Wealth Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- Account minimum: None

> Our Firm does not require a minimum account size for advisory accounts.

> We do not impose a minimum portfolio size requirement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truelinewealthgroup.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trueline Wealth Group, LLC (CRD 342570): Form ADV filing data as of October 2026.