# TRUE WEALTH ADVISORY GROUP, LLC

TRUE WEALTH ADVISORY GROUP, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 306523
- Type: SEC-registered investment adviser
- SEC file number: 801-123140
- Location: 1 ALHAMBRA PLAZA, FLOOR PH, MIAMI, FL, 33134
- Phone: 786.358.0050
- Latest filing: 2026-03-19
- Regulatory AUM: $240.1M
- Discretionary AUM: $239.5M
- Non-discretionary AUM: $627K
- Clients: 4
- Accounts: 260

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Giselle Casella | CHIEF COMPLIANCE OFFICER | Reno, NV |
| Monica Amalia Izquierdo | CHIEF OPERATING OFFICER | — |
| Marc Howard Shachtman | CHIEF EXECUTIVE OFFICER; OWNER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER | — |
| DEANGELIS MARK JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| CASELLA GISELLE | CHIEF COMPLIANCE OFFICER | — |
| IZQUIERDO MONICA AMALIA | CHIEF OPERATING OFFICER | — |
| SHACHTMAN MARC HOWARD | CHIEF EXECUTIVE OFFICER; OWNER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 786-358-0050 |
| — | — | 1 | 786-358-0050 |
| — | — | 1 | 786-358-0050 |
| — | — | 1 | 786-358-0050 |
| — | — | 1 | 786-358-0050 |
| — | — | 1 | 786-358-0050 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306523/similar
- Related entities: https://search.stillhousedata.com/firm/306523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306523

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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.