Truvestor Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,976,245
Clients
65
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$1,138,096
About
Truvestor Wealth Management is a solo registered investment adviser that serves individual clients, providing financial planning, discretionary portfolio management (including an active trading service), and recommendations of third‑party investment advisers. The firm collects client information through interviews and questionnaires and tailors portfolios and planning recommendations to each client’s objectives and risk tolerance.
The adviser combines asset allocation with fundamental and technical analysis and uses both long‑term purchase strategies and an active trading program that may include short sales, margin, options, and leveraged or inverse funds. It also evaluates and monitors recommended third‑party advisers and discloses that it may share a portion of a third‑party adviser’s management fee when acting as a solicitor.
Although sale of other financial products is a rare activity among small independent advisers, Truvestor’s brochure explicitly states the firm does not accept compensation for the sale of securities or other investment products; instead the owner provides separate financial consulting services to businesses for separate fees. The mix of an explicitly disclosed active, potentially leveraged trading mandate together with solicitor fee arrangements and formal conflict‑mitigation measures (a Code of Ethics and fiduciary duties) distinguishes the firm from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fee for financial plan ranging from $500 to $3,000
$0 - $1,000,000: 2.25% annually (traditional management) Above $1,000,000+: Negotiable (traditional management) $0+: 2.50% annually (active trading management)
$350 per hour for financial planning on isolated topics
Minimum fee: $2,400 annually for traditional portfolio management; $3,000 annually for active portfolio management Fee-only: Financial planning fixed fees $500 to $3,000; hourly fees $350 per hour
Main office location
Truvestor Wealth Management
Suwanee GA, United States
Number of offices
1
Most active in
Truvestor Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas · Virginia
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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