TRUE WEALTH & COMPANY LLC
TRUE WEALTH & COMPANY LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 174841). Regulatory assets under management: $126.5M.
Registration
- CRD: 174841
- SEC file number: 801-124969
- Type: Registered investment adviser
- Location: 7450 W 130TH STREET, SUITE 300, OVERLAND PARK, KS, 66213
- Phone: 913-653-8783
- Latest filing: 2023-11-21
- Regulatory AUM: $126.5M
- Discretionary AUM: $122.1M
- Non-discretionary AUM: $4.4M
- Clients: 8
- Accounts: 856
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| SARFF BRYAN ALLEN | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BURKHEAD KENNETH EUGENE | CHIEF FINANCIAL OFFICER | — |
| PAULSEN BRIAN THOMAS | CHIEF OPERATING OFFICER, PERSONAL WEALTH MANAGER | — |
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