# TRUEWATER WEALTH

TRUEWATER WEALTH of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142080
- Type: SEC-registered investment adviser
- Location: 818 JIMMY BUFFETT MEMORIAL HIGHWAY, PONTE VEDRA BEACH, FL, 32082
- Phone: 904-280-0771
- Latest filing: 2026-07-20
- Regulatory AUM: $74.3M
- Discretionary AUM: $74.0M
- Non-discretionary AUM: $336K
- Clients: 7
- Accounts: 336

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142080/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142080/similar
- Related entities: https://search.stillhousedata.com/firm/142080/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142080

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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.