TRUESDELL WEALTH, INC.

TRUESDELL WEALTH, INC. of OCALA, FL is an SEC-registered investment adviser (CRD 167112). Regulatory assets under management: $5.0M.

Registration

• CRD: 167112
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search