What departments does TruWealth Advisors, LLC have?

TruWealth Advisors, LLC has employees across 2 departments including Finance, Administrative.

What is the largest department at TruWealth Advisors, LLC?

The largest department at TruWealth Advisors, LLC is Finance with 9 employees.

Where are TruWealth Advisors, LLC employees located globally?

TruWealth Advisors, LLC has employees across 3 continents and 4 countries including South Africa, Ghana, China, United States Of America.

How has TruWealth Advisors, LLC's team size changed over time?

TruWealth Advisors, LLC's team has decreased from approximately 24 to 23 employees based on available data.

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TruWealth Advisors, LLC Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

TruWealth Advisors, LLC is a financial services firm located in Metairie, Louisiana, and is an SEC-registered investment adviser. The firm develops customized financial plans and provides investment advisory services to clients. It collaborates with multiple custodians to offer flexibility, convenience, and unbiased guidance. The company has 11 to 50 employees and is located at 2700 Lake Villa Drive Suite 200, Metairie, LA 70002. Reported annual revenue is in the range of $25 million to $50 million.

TruWealth Advisors, LLC Global Highlights

North America
38

United States Of America
38

Africa
2

South Africa
1
Ghana
1

Asia
1

China
1

TruWealth Advisors, LLC's Leadership

J. V.
Chief Compliance Officer
Mobile Phone
Email
C. H.
Senior Financial Advisor
Mobile Phone
Email
K. C. C.
Senior Financial Advisor
Mobile Phone
Email
R. M.
Senior Financial Advisor
Mobile Phone
Email
J. H.
Investment Advisor
Mobile Phone
Email
W. M.
Financial Advisor
Mobile Phone
Email
K. H.
Client Relationship Specialist
Mobile Phone
Email
J. N.
Paraplanner
Mobile Phone
Email

TruWealth Advisors, LLC Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Branding
Community & Social Services
Legal
Other

Contact profiles from TruWealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

J. C.
Executive Administrator
Mobile Phone
Email
Oct 17, 2024
L. P.
Client Relationship Specialist
Mobile Phone
Email
Jun 08, 2026
M. D.
Client Relationship Specialist
Mobile Phone
Email
Oct 16, 2024
R. C.
Investment Advisor Representative
Mobile Phone
Email
Jun 08, 2026
W. B.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
L. D.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is TruWealth Advisors, LLC known for?

TruWealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 2700 Lake Villa Drive Suite 200 Metairie, Louisiana 70002 United States. Explore TruWealth Advisors, LLC's company overview page for more information.

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

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?

TruWealth Advisors, LLC has approximately 13 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

As of June 2026, TruWealth Advisors, LLC's key employees include:

Chief Compliance Officer: J. V.
Senior Financial Advisor: C. H.
Senior Financial Advisor: K. C. C.
Senior Financial Advisor: R. M.
Investment Advisor: J. H.

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TruWealth Advisors, LLC Employee Directory

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