# TRUMAN WEALTH ADVISORS LLC

TRUMAN WEALTH ADVISORS LLC of COLUMBIA, MO is an SEC-registered investment adviser.

## Registration

- CRD: 334752
- Type: SEC-registered investment adviser
- SEC file number: 801-132042
- Location: 411 N. COLLEGE AVENUE, SUITE 201, COLUMBIA, MO, 65201
- Phone: 573-540-4788
- Latest filing: 2026-03-27
- Regulatory AUM: $106.0M
- Discretionary AUM: $103.4M
- Non-discretionary AUM: $2.6M
- Clients: 3
- Accounts: 424

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Melinda Jean Mccubbin | PRESIDENT; PRESIDENT & CCO | — |
| Ellen Katherine Osthus | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334752/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334752/similar
- Related entities: https://search.stillhousedata.com/firm/334752/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334752

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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.