# TRUEWEALTH ADVISORS, LLC

TRUEWEALTH ADVISORS, LLC of HOOVER, AL is an SEC-registered investment adviser.

## Registration

- CRD: 298838
- Type: SEC-registered investment adviser
- SEC file number: 801-114236
- Location: 2000 SOUTHLAKE PARK, HOOVER, AL, 35244
- Phone: 205-588-4800
- Latest filing: 2026-08-03
- Regulatory AUM: $547.5M
- Discretionary AUM: $543.1M
- Non-discretionary AUM: $4.4M
- Clients: 21
- Accounts: 1,614

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Larry Jason Sims | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Paul Benson Marks | MEMBER | — |
| Daniel Richmond Jones | CHIEF OPERATIONS OFFICER/MANAGING MEMBER | — |
| SIMS LARRY JASON | MANAGING MEMBER | — |
| MARKS PAUL BENSON | MEMBER | — |
| BROADHEAD DOROTHY LOUISE | CHIEF COMPLIANCE OFFICER | — |
| JONES DANIEL RICHMOND | CHIEF OPERATIONS OFFICER/MANAGING MEMBER | — |
| Anthony Scott Shunnarah | CHIEF GROWTH OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298838/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298838/similar
- Related entities: https://search.stillhousedata.com/firm/298838/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298838

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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.