# Truewater Wealth

> Truewater Wealth is a state-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 142080
- Filed as: TRUEWATER WEALTH
- Legal name: Truewater Wealth, P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142080
- AdvisorCensus page: https://advisorcensus.com/firm/truewater-wealth-ponte-vedra-beach-fl-142080

## Quick answers

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

**Where is Truewater Wealth located?**
Truewater Wealth's principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Truewater Wealth registered with the SEC or a state?**
Truewater Wealth is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 142080.

**How much does Truewater Wealth manage?**
Truewater Wealth reports $74,308,209 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Truewater Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Truewater Wealth 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/142080

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,308,209
- Discretionary: $73,972,307
- Non-discretionary: $335,902

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $28,194,347 |
| High net worth individuals | 21 | $45,618,118 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $335,902 |
| Charitable organizations | 2 | $135,267 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $24,575 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [truewaterwealth.com](https://truewaterwealth.com)
- Facebook @truewaterwealth
- LinkedIn @truewaterwealth
- X @TruewaterWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truewater Wealth (CRD 142080): Form ADV filing data as of October 2026.