What departments does TrueWealth Advising Group, Inc. have?

TrueWealth Advising Group, Inc. has employees across 3 departments including Operations, Consultant, Finance.

What is the largest department at TrueWealth Advising Group, Inc.?

The largest department at TrueWealth Advising Group, Inc. is Operations with 2 employees.

Where are TrueWealth Advising Group, Inc. employees located globally?

TrueWealth Advising Group, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has TrueWealth Advising Group, Inc.'s team size changed over time?

TrueWealth Advising Group, Inc.'s team has decreased from approximately 15 to 10 employees based on available data.

TrueWealth Advising Group, Inc. Employee Directory

Financial ServicesIndiana, United States11-50 Employees

TrueWealth Advising Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security in the pursuit of financial independence and peace of mind.

Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA (FINRA.org)/SIPC (SIPC.org), 123 N. Wacker Drive. Suite 600, Chicago, IL 60606, Tel: (312)236-2500.  

National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. ESI is a broker/dealer affiliate of NLIC. TrueWealth Advising Group, Inc. is independent of ESI.  TC90842(0716)p

Find TrueWealth Advising Group, Inc. employees' phone numbers or email addresses

TrueWealth Advising Group, Inc. Global Highlights

North America
23

United States Of America
23

Oceania
1

Australia
1

TrueWealth Advising Group, Inc.'s Leadership

J. Y.
Owner/Chief Operating Officer
Mobile Phone
Email
J. H.
Owner And Director Of Operations
Mobile Phone
Email
A. A. N.
Business Development Consultant
Mobile Phone
Email
M. G.
Financial Planner
Mobile Phone
Email
L. G.
Financial Professional
Mobile Phone
Email
K. D.
Temporary Assistant
Mobile Phone
Email

TrueWealth Advising Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business Development
Accounting
Administrative
Other

Contact profiles from TrueWealth Advising Group, Inc.

Name

Title

Contact Info

Location

Last Update

J. Y.
Owner/Chief Operating Officer
Mobile Phone
Email
United StatesGeorgia
May 12, 2026
J. H.
Owner And Director Of Operations
Mobile Phone
Email
Oct 16, 2024
A. A. N.
Business Development Consultant
Mobile Phone
Email
United States
Apr 17, 2026
M. G.
Financial Planner
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
L. G.
Financial Professional
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
K. D.
Temporary Assistant
Mobile Phone
Email
Feb 19, 2026

Frequently Asked Questions

What is TrueWealth Advising Group, Inc. known for?

TrueWealth Advising Group, Inc. was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 11039 Broadway Suite c Crown Point, Indiana 46307 United States; you can contact the main corporate office by phone at

+1-219-779-****

. Explore TrueWealth Advising Group, Inc.'s company overview page for more information.

What is TrueWealth Advising Group, Inc.'s most common email format?

TrueWealth Advising Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TrueWealth Advising Group, Inc. email formats with LeadIQ.

How many employees does TrueWealth Advising Group, Inc. have currently?

TrueWealth Advising Group, Inc. has approximately 17 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are TrueWealth Advising Group, Inc.'s key employees and leadership?

As of April 2026, TrueWealth Advising Group, Inc.'s key employees include:

Owner/Chief Operating Officer: J. Y.
Owner And Director Of Operations: J. H.
Business Development Consultant: A. A. N.
Financial Planner: M. G.
Financial Professional: L. G.

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