# TRUWEALTH ADVISORS, LLC

TRUWEALTH ADVISORS, LLC of METAIRIE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 306876
- Type: SEC-registered investment adviser
- SEC file number: 801-119073
- Location: 2700 LAKE VILLA DRIVE, SUITE 200, METAIRIE, LA, 70002-6785
- Phone: 504-779-7799
- Latest filing: 2026-05-12
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.1B
- Clients: 3
- Accounts: 7,629

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Maria Valteau | CHIEF COMPLIANCE OFFICER | — |
| Charles Lee Simmons | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| James Carlos Parrie | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Christy Lynn Neal Simmons | MANAGING MEMBER | — |
| Matthew William Rodrigue | CHIEF INVESTMENT OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| SIMMONS LEE | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| VALTEAU JENNIFER MARIA | CHIEF COMPLIANCE OFFICER | — |
| PARRIE JAMES CARLOS | CHIEF OPERATING OFFICER | — |
| SIMMONS CHRISTY LYNN NEAL | MANAGING MEMBER | — |
| RODRIGUE MATTHEW WILLIAM | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306876/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306876/similar
- Related entities: https://search.stillhousedata.com/firm/306876/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306876

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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.