Truesdell Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,978,000
Total clients
54
17% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
54
Average account size
$92,185
About
Truesdell Wealth, Inc. provides discretionary investment management through separately managed accounts and time‑billed investment advice to individual clients, with a stated concentration on those within five years of retirement or age 55 and older. The firm reports managing approximately $4.98 million in discretionary assets and requires clients to use its online Client Portal (Dashboard) for account access and administrative requests.
The firm describes a process‑driven, management‑by‑exception approach that blends quantitative models and qualitative analysis, using proprietary and third‑party data sources and maintaining multiple SMAs each governed by its own investment policy. Truesdell bills management through fixed‑cost arrangements and charges for advisory services on an hourly basis rather than as a percentage of assets under management, and it operates with full discretionary authority over SMA allocations.
Compared with peers, Truesdell is notable for maintaining media and periodical activity and engaging in educational seminars or workshops, and for operating an affiliated insurance agency that allows representatives to offer commission‑based insurance and annuity products in their separate capacity. The brochure also emphasizes the firm’s refusal to adopt ESG screening, heightened supervisory reviews for very elderly clients, and public‑facing media contributions as distinctive elements of its operating model.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Occupation focus
Retired
Demographic focus
Approaching retirement
Fee options
Investment Advice billed on a per quarter-hour basis; hourly rates vary by Investment Advisor Representative classification and are listed in the TW Unified Management Agreement; Administrative Assistance billed on a per quarter-hour basis with rates also listed in the Agreement.
Account minimum: $250,000 Minimum fee: Monthly fixed fees: Individual Portfolio $30/month, Investment Management $300/month, Wealth Management $700/month
Main office location
Truesdell Wealth, Inc.
200 N.W. 52 Nd Ave.
Ocala FL 34482, United States
Number of offices
1
Most active in
Truesdell Wealth, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Iowa · Massachusetts · Michigan · Minnesota · New York · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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