True Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$151,410,600
Total clients
164
48% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
82
Average account size
$923,235
About
True Wealth Group (Skyliner Wealth, LLC dba True Wealth Group) advises individuals, families, high-net-worth clients, trusts, estates, businesses and retirement plans, offering discretionary investment management, financial planning, consulting and retirement-plan advisory services. Like many supported firms, it builds diversified portfolios primarily using mutual funds and ETFs and provides portfolio monitoring and rebalancing as part of its advisory services.
The firm applies strategic asset-allocation and diversification informed by modern portfolio theory, fundamental analysis and cyclical analysis, and it routinely customizes portfolios to clients’ stated goals and risk tolerances; financial planning is frequently integrated with investment management rather than delivered only as a standalone service. True Wealth Group also provides employer retirement-plan services, including ERISA 3(38) discretionary investment management and participant education, in addition to consulting for plan sponsors.
True Wealth Group’s disclosures note that some associated persons act as insurance agents and that the firm uses endorsements, testimonials and third‑party ratings in its advertising—practices that are less common among peers in this category. The firm is small and owner-managed (two owners, with an ownership change noted in 2025) while overseeing roughly $151 million for a modest client base, and it generally delegates proxy voting to third-party managers and uses Schwab custody with Black Diamond reporting.
Client services
Expertise
Fee options
$0.00 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$400 per hour for stand-alone financial planning and consulting services
Main office location
True Wealth Group
750 Nw Charbonneau Street, Suite 201
Bend OR 97703, United States
Number of offices
2
Most active in
California · Nebraska · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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