TruWealth Advisors, LLC Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

We walk alongside you as your guides in the development of a thoughtful, enduring and tailored financial plan. With the ability to work with multiple custodians, TruWealth affords you maximum flexibility, convenience and unbiased advice.

TruWealth Advisors, LLC (“TruWealth”) is an SEC registered investment adviser located in Louisiana. Registration does not imply a certain level of skill or training. Additional information about TruWealth, including our registration status, fees, and services can be found at www.twadvisor.com or by calling 504-779-7799. This page is provided for informational purposes only. We do not adopt or endorse any hyperlinked content, or any of the any of the expressions, opinions, or content posted by third parties on this site. All opinions or views reflect the judgment of the authors as of the date of publication and are subject to change without notice.

Find TruWealth Advisors, LLC employees' phone numbers or email addresses

TruWealth Advisors, LLC Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Africa
2

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  • South Africa
    1
  • Ghana
    1

Asia
1

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  • China
    1

TruWealth Advisors, LLC's Leadership

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    M. R.
    Chief Investment Officer
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    J. V.
    Chief Compliance Officer
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    C. S.
    Founder/Senior Financial Advisor
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    N. D.
    Founder
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    J. C.
    Senior Financial Advisor
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    C. F.
    Senior Financial Advisor
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    C. H.
    Senior Financial Advisor
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    C. H.
    Senior Financial Advisor
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Contact profiles from TruWealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
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    J. H.
    Investment Advisor
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    ChinaShanghai
    Sep 09, 2025
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    W. M.
    Financial Advisor
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    Sep 08, 2025
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    K. H.
    Client Relationship Specialist
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    United States
    Oct 22, 2025
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    B. G.
    Marketing & Communications Strategist
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    United StatesLouisiana
    Feb 15, 2024
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    M. U.
    Financial Consultant
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    United StatesLouisiana
    Sep 10, 2025
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    R. M.
    Client Relationship Specialist
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    United StatesLouisiana
    Aug 11, 2025
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    C. B.
    Community Outreach Coordinator
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    United StatesLouisiana
    Nov 17, 2025
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    G. U.
    Financial Advisor
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    Oct 26, 2025
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    J. Y.
    Trader
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    United StatesLouisiana
    Oct 23, 2025
  • Stylized image of a person
    J. N.
    Paraplanner
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    United States
    Nov 17, 2025

Frequently Asked Questions

What is TruWealth Advisors, LLC known for?

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TruWealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 2700 Lake Villa Drive, Suite 200. Explore TruWealth Advisors, LLC's company overview page for more information.

What is TruWealth Advisors, LLC's most common email format?

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

How many employees does TruWealth Advisors, LLC have currently?

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TruWealth Advisors, LLC has approximately 21 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are TruWealth Advisors, LLC's key employees and leadership?

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As of December 2025, TruWealth Advisors, LLC's key employees include:

  • Chief Investment Officer: M. R.
  • Chief Compliance Officer: J. V.
  • Founder/Senior Financial Advisor: C. S.
  • Founder: N. D.
  • Senior Financial Advisor: J. C.

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