TRUWEALTH ADVISORS, LLC of METAIRIE, LA is an SEC-registered investment adviser (CRD 306876). Regulatory assets under management: $3.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |