# TRUE PRIVATE WEALTH ADVISORS, LLC

TRUE PRIVATE WEALTH ADVISORS, LLC of SALEM, OR is an SEC-registered investment adviser.

## Registration

- CRD: 164947
- Type: SEC-registered investment adviser
- SEC file number: 801-76997
- Location: 1781 LIBERTY STREET SE, SUITE 200, SALEM, OR, 97302
- Phone: 503-400-3311
- Latest filing: 2026-05-06
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 22
- Accounts: 1,592

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Michael Brett Davis | CHIEF EXECUTIVE OFFICER (CEO); MEMBER | — |
| Todd Anthony Gescher | CHIEF INVESTMENT OFFICER (CIO); MEMBER | — |
| Jason David Herber | CHIEF FINANCIAL OFFICER (CFO); MEMBER | — |
| Stephen Robert Altman | CHIEF COMPLIANCE OFFICER (CCO), MANAGING MEMBER; FOUNDING PARTNER, MANAGING MEMBER; MEMBER | — |
| Madison Elizabeth Laughlin | CHIEF ADMINISTRATIVE OFFICER (CAO); CHIEF ADMINISTRATIVE OFFICER (CAO), CHIEF COMPLIANCE OFFICER (CCO) | — |
| Steven Chester Binns | MEMBER | — |
| Thomas Charles Paterson | CHIEF OPERATIONS OFFICER (COO); MEMBER; OWNER | — |
| Michael Warren Long | MEMBER | — |
| WILKE SEAN RYAN | CHIEF COMPLIANCE OFFICER | — |
| DAVIS MICHAEL BRETT | CHIEF EXECUTIVE OFFICER (CEO); MEMBER | — |
| GESCHER TODD ANTHONY | CHIEF INVESTMENT OFFICER (CIO); MEMBER | — |
| HERBER JASON DAVID | CHIEF FINANCIAL OFFICER (CFO); MEMBER | — |
| ALTMAN STEVE ROBERT | CHIEF COMPLIANCE OFFICER (CCO), MANAGING MEMBER; MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| OPSAHL JOSEPH EDWARD | CHIEF OPERATIONS OFFICER (COO); MEMBER | — |
| HARROLD DENNIS PATRICK | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER (CAO) | — |
| LAUGHLIN MADISON ELIZABETH | CHIEF ADMINISTRATIVE OFFICER (CAO) | — |
| BINNS STEVEN CHESTER | MEMBER | — |
| PATERSON THOMAS CHARLES | OWNER | — |
| LONG MICHAEL WARREN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164947/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164947/similar
- Related entities: https://search.stillhousedata.com/firm/164947/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164947

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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.