# TRUESDELL WEALTH, INC.

TRUESDELL WEALTH, INC. of OCALA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 167112
- Type: SEC-registered investment adviser
- Location: 200 N.W. 52ND AVE., OCALA, FL, 34482
- Phone: 212-433-2525
- Latest filing: 2026-03-23
- Regulatory AUM: $5.0M
- Discretionary AUM: $5.0M
- Clients: 4
- Accounts: 77

## Business model

- Compensation: Hourly, Fixed
- Clients served: High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167112/similar
- Related entities: https://search.stillhousedata.com/firm/167112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167112

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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.