TRUE WEALTH ADVISORY GROUP, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 306523). Regulatory assets under management: $240.1M.
Compensation: % of AUM, Other.
Clients served: High net worth, Pooled vehicles, Charities, Other.
| 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 | — |
| 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 |