DBA: TRUE WEALTH ADVISORY GROUP
| Total AUM | $240.1M |
| Discretionary | $239.5M100% of AUM |
| Non-Discretionary | $627K |
| Client Accounts | 260 |
| Avg Account Size | $924K |
| Employees | 4 |
| Peak AUM | $240.1MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $240M | +6.1% | +13.8% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $240.1M |
| Discretionary | $239.5M |
| Employees | 4 |
| Client Accounts | 260 |
| Client Range | 0 |
Address
1 ALHAMBRA PLAZA
MIAMI FL 33134
Phone
786.358.0050
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$239M
99.7% of AUM
Non-Discretionary
$627,051
0.3% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +13.6% /yrover 4 yrs · 14 filings |
Total AUM
$240M
| $239M |
| +6.0% |
| +13.7% |
| +16.0% |
| Non-Disc. AUM | $627,051 | +40.1% | — | 50.2% |
| Total Accounts | 260 | 14.5% | +2.0% | +16.7% |
| Avg Account Size | $923,528.219 | +24.0% | +11.5% | 2.7% |
| Employees | 4 | 0.0% | +10.1% | 0.0% |
| AUM / Employee | $60M | +6.1% | +3.4% | +13.6% |
Client AUM Segments | |||||
| Wealth AUM | $87M | +30.1% | +39.5% | 8.0% | |
| Institutional AUM | $102M | +5.9% | +2.7% | +55.9% | |
| Other AUM | $51M | 19.4% | +11.6% | — | |
Client Count Segments | |||||
| Institutional | 33 | +6.5% | +8.3% | +44.1% | |
| Individuals | 60 | +3.4% | +12.6% | +46.1% | |