# Truewealth Solutions

> Truewealth Solutions is a state-registered investment advisory firm in Radnor, PA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 20, 2026.

- CRD: 327036
- Filed as: TRUEWEALTH SOLUTIONS
- Legal name: Truewealth Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327036
- AdvisorCensus page: https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036

## Quick answers

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

**Where is Truewealth Solutions located?**
Truewealth Solutions' principal office is in Radnor, PA, according to its Form ADV.

**Is Truewealth Solutions registered with the SEC or a state?**
Truewealth Solutions is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 327036.

**What types of clients does Truewealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (3).

**Does Truewealth Solutions 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/327036

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $0 |
| High net worth individuals | 3 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truewealth Solutions (CRD 327036): Form ADV filing data as of October 2026.