TRUEWEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 111055). Regulatory assets under management: $1.7B.
| Name | Role | Location |
|---|---|---|
| WARD ROGER GLENN | MANAGER; MANAGER, CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| UNDERWOOD JAMES | MANAGING MEMBER | — |
| HEARD JAMES WALLACE | CEO/CHIEF COMPLIANCE OFFICER/MANAGER; CHAIRMAN; MANAGING MEMBER (+6 more) | — |
| EDGAR JR JOHN FRANKLIN | MANAGER; MANAGING MEMBER; SHAREHOLDER (+1 more) | — |
| MCGIMSEY CHARLES LEE | SECRETARY | — |
| COATS BARBARA MINDERMAN | SHAREHOLDER | — |
| LEVIN MATTHEW HARRISON | SHAREHOLDER | — |
| KLOESS DAVID HOLLY | SHAREHOLDER | — |
| RITICHER CAROLYN CROWE | SHAREHOLDER | — |
| MERRILL AMY FAREL | MANAGER; MANAGING MEMBER; SHAREHOLDER (+1 more) | — |
| WILKINSON BRENT ALAN | SHAREHOLDER | — |
| LAMARCA HEIDI | SHAREHOLDER | — |
| BOMAR WILLIAM JOSEPH | SHAREHOLDER | — |
| EDGAR MICHAEL JOHN | VICE PRESIDENT | — |
| Maiorano Michael Lewis | MANAGING MEMBER; PRESIDENT; PRESIDENT / CEO | — |
| LEWIS STACY M | MANAGER; MANAGING MEMBER | — |
| NASCA LAURA HAMILTON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER | — |
| SKELTON TODD CHRISTOPHER | CHIEF OPERATING OFFICER | — |
| BIRCHETT JENNIFER ELAINE | MANAGER; MEMBER | — |