TRUMAN WEALTH ADVISORS LLC

TRUMAN WEALTH ADVISORS LLC of COLUMBIA, MO is an SEC-registered investment adviser (CRD 334752). Regulatory assets under management: $106.0M.

Registration

• CRD: 334752
• SEC file number: 801-132042
• Type: Registered investment adviser
• 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)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search