# TRUEWEALTH, LLC

TRUEWEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 111055
- Type: SEC-registered investment adviser
- SEC file number: 801-57165
- Location: 3630 PEACHTREE ROAD, NE, SUITE 300, ATLANTA, GA, 30326
- Phone: 404-487-0500
- Latest filing: 2020-08-27
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $122.8M
- Clients: 33
- Accounts: 2,864

## Officers, owners & control persons (19)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111055/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111055/similar
- Related entities: https://search.stillhousedata.com/firm/111055/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111055

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.