TRUE PRIVATE WEALTH ADVISORS, LLC of SALEM, OR is an SEC-registered investment adviser (CRD 164947). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MCMINNVILLE | OR | 4 | 813-758-1430 |