About TruWealth Advisors
TruWealth Advisors is a company based in Metairie (United States) founded in 2020 was acquired by Waverly Advisors in April 2026. It operates as a B2C. TruWealth Advisors offers products and services including Financial Planning, Investment Management, and Estate Planning.
- Headquarter Metairie, United States
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Waverly Advisors
(Apr 28, 2026)
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Products & Services of TruWealth Advisors
TruWealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Estate Planning.
Service for developing personalized financial strategies and goals.
Managing portfolios to grow and protect client investments.
Assisting with asset distribution and legacy planning needs.
Funding Insights of TruWealth Advisors
Detailed funding history for TruWealth Advisors
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Investors in TruWealth Advisors
TruWealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Asset and wealth management services are provided with retirement planning.
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Locked | Locked | Locked |
Investor details for TruWealth Advisors
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Investments & Acquisitions by TruWealth Advisors
Investment portfolio details for TruWealth Advisors
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Financial Statements - TruWealth Advisors
Detailed financials for TruWealth Advisors
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Truwealth Advisors Comparisons
Peer comparison for TruWealth Advisors
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Competitors of TruWealth Advisors
Detailed competitors of TruWealth Advisors
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Latest news on Truwealth Advisors
Complete news archive for TruWealth Advisors
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Frequently Asked Questions about TruWealth Advisors
TruWealth Advisors was founded in 2020.
TruWealth Advisors is headquartered in Metairie, United States. It is registered at Metairie, Louisiana, United States.
TruWealth Advisors is a financial advisory firm that delivers personalized services including financial planning, investment management, and estate planning. They tailor strategies to clients goals, values, and risk tolerance, serving individuals in industries like energy and medical. Based in Louisiana, with offices in Metairie, Mandeville, and New Orleans, they emphasize comprehensive advice and act as fiduciaries to prioritize client interests.
TruWealth Advisors offers Financial Planning, Investment Management, and Estate Planning.
TruWealth Advisors has 1 investor. Key investors include Waverly Advisors.