TRUE PRIVATE WEALTH ADVISORS, LLC
Latest filing: Apr 16, 2025 (69 days ago)
AUM
$1,261,064,067
2% change vs. 1 year ago
20% change vs. 3 years ago
12% change vs. 5 years ago
140% change vs. 10 years ago
Employee Count
20
-13% change vs. 1 year ago
18% change vs. 3 years ago
-5% change vs. 5 years ago
43% change vs. 10 years ago
Main Office
SALEM, OR
1781 LIBERTY STREET SE, SALEM, OR, UNITED STATES, 97302
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,142 | $0.4 |
| Average Individual AUM | $364,747 | |
| HNW | 336 | $0.8 |
| Average HNW AUM | $2,438,518 | |
| Retail Total | 1,478 | $1.2 |
| Average Retail AUM | $836,186 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $1.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 65% | $0.8 |
| Other Pools | 0% | $0.0 |
| Cash | 12% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| DAVIS, MICHAEL, BRETT | CHIEF EXECUTIVE OFFICER (CEO), MEMBER |
| GESCHER, TODD, ANTHONY | CHIEF INVESTMENT OFFICER (CIO), MEMBER |
| HERBER, JASON, DAVID | CHIEF FINANCIAL OFFICER (CFO), MEMBER |
| ALTMAN, STEPHEN, ROBERT | CHIEF COMPLIANCE OFFICER (CCO), MANAGING MEMBER, MEMBER |
| LAUGHLIN, MADISON, ELIZABETH | CHIEF ADMINISTRATIVE OFFICER (CAO) |
| BINNS, STEVEN, CHESTER | MEMBER |
| PATERSON, THOMAS, CHARLES | OWNER |
| LONG, MICHAEL, WARREN | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEVEN BINNS | SALEM | OR | S63|1985-04-12|S65|2005-05-17 | ||||||
| SCOTT SANDERS | SALEM | OR | S63|1996-08-02|S66|2004-06-09 | CERTIFIED FINANCIAL PLANNER | |||||
| THOMAS PATERSON | SALEM | OR | S66|2007-11-09 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL DAVIS | SALEM | OR | S63|1992-11-20 | ||||||
| MARIA OLSEN | SALEM | OR | S65|2007-11-05 | ||||||
| JASON HERBER | SALEM | OR | S63|1999-06-11|S65|2001-02-09 | ||||||
| MICHAEL BARR | SALEM | OR | S65|2023-02-27 | ||||||
| TERESA HUGHES | SALEM | OR | S66|2016-06-06 | ||||||
| JOSEPH ALSTOTT | SALEM | OR | S65|2022-08-25 | ||||||
| STEPHEN ALTMAN | SALEM | OR | S63|1996-11-15|S65|1996-11-22 | ||||||
| TODD GESCHER | SALEM | OR | S63|1994-07-22|S66|2003-04-08 | ||||||
| MICHAEL LONG | SALEM | OR | S66|2001-07-16 | ||||||
| JESSE COFFEE | SALEM | OR | S63|2012-02-14|S66|2015-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.0 | 2% | 23 | -3 | -13% |
| 2023-04-04 | $0.9 | $0.3 | 33% | 19 | 1 | 5% |
| 2022-04-01 | $1.1 | $0.2 | 20% | 17 | 3 | 18% |
| 2021-04-05 | $0.9 | $0.4 | 40% | 17 | 3 | 18% |
| 2020-04-01 | $1.1 | $0.1 | 12% | 21 | -1 | -5% |
| 2019-04-01 | $0.9 | $0.3 | 35% | 20 | 0 | 0% |
| 2018-04-02 | $0.9 | $0.4 | 39% | 17 | 3 | 18% |
| 2017-04-01 | $0.7 | $0.6 | 81% | 13 | 7 | 54% |
| 2016-04-01 | $0.5 | $0.7 | 137% | 14 | 6 | 43% |
| 2015-04-01 | $0.5 | $0.7 | 140% | 14 | 6 | 43% |
| 2014-04-01 | $0.4 | $0.8 | 206% | 11 | 9 | 82% |
| 2013-04-01 | $0.3 | $1.0 | 389% | 8 | 12 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OR, AZ-07/30/2014, CA-08/31/2012, CO-11/29/2017, FL-11/29/2017, HI-09/01/2023, ID-11/29/2017, LA-11/29/2017, MT-11/29/2017, NE-12/05/2012, NH-07/25/2024, OR-08/31/2012, TX-10/11/2012, WA-08/31/2012 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV