About TruWealth Advisors
TruWealth Advisors is a Financial Services company based in Metairie (United States) founded in 2020, and was acquired by Waverly Advisors in April 2026. It provides financial planning, investment management, and estate planning for clients. It operates on a B2C model. TruWealth Advisors offers products and services including Financial Planning, Investment Management, and Estate Planning. Its focus areas include Finance, Wealth Management, Financial Planning and Investment Advisory.
Company details
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.
- Headquarters Metairie, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website twadvisor.com
- Social LinkedIn X Facebook
- Acquired by Waverly Advisors (Apr 2026)
- Investors
- Acquired byWaverly Advisors
(Apr 2026)
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.
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 |
|---|---|---|---|---|
Asset and wealth management services are provided with retirement planning. | 1999 | waverly-advisors.com | Birmingham, United States |
Investor details for TruWealth Advisors
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Timeline of TruWealth Advisors
2 dated milestones of TruWealth Advisors across 6 years, from founding to its latest funding, stage changes and deals.
- Founded TruWealth Advisors is founded.
- Exit Acquired by Waverly Advisors.
Top companies in Investment Banks
3 companies that operate in the same segment as TruWealth Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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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.
Yes. TruWealth Advisors was acquired by Waverly Advisors in April 2026.