TRUEWEALTH ADVISORS, LLC of HOOVER, AL is an SEC-registered investment adviser (CRD 298838). Regulatory assets under management: $547.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| 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 | — |