# Truesdell Wealth, Inc.

> Truesdell Wealth, Inc. is a state-registered investment advisory firm in Ocala, FL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 167112
- Filed as: TRUESDELL WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ocala, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167112
- AdvisorCensus page: https://advisorcensus.com/firm/truesdell-wealth-inc-ocala-fl-167112

## Quick answers

**How is Truesdell Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Truesdell Wealth, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Truesdell Wealth, Inc. located?**
Truesdell Wealth, Inc.'s principal office is in Ocala, FL, according to its Form ADV.

**Is Truesdell Wealth, Inc. registered with the SEC or a state?**
Truesdell Wealth, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167112.

**How much does Truesdell Wealth, Inc. manage?**
Truesdell Wealth, Inc. reports $4,978,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Truesdell Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (9).

**Does Truesdell Wealth, Inc. 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/167112

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,978,000
- Discretionary: $4,978,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $3,012,000 |
| High net worth individuals | 9 | $1,966,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, IN, MA, MI, MN, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truesdellwealth.com
- Facebook @FIXEDCOSTINVESTING
- LinkedIn @FIXEDCONSTINVESTING
- X @FIXEDCOSTINVEST
- YouTube @truesdellwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truesdell Wealth, Inc. (CRD 167112): Form ADV filing data as of October 2026.