TRUEWATER WEALTH

TRUEWATER WEALTH of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser (CRD 142080). Regulatory assets under management: $74.3M.

Registration

• CRD: 142080
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search