Updated:
True Wealth Advisory Group
Marc Shachtman established True Wealth Advisory Group after roles at J.P. Morgan Private Bank and Goldman Sachs. The firm provides investment management,...
True Wealth Advisory Group
Marc Shachtman established True Wealth Advisory Group after roles at J.P. Morgan Private Bank and Goldman Sachs. The firm provides investment management, estate planning, and wealth preservation to multiple families. The firm allocates to digital assets via a Bitwise SMA and maintains physical gold and gold ETF holdings. It executes direct co-investments and SPVs. Activity remains concentrated in North America. David Allen leads the Walnut Creek office and previously served as President of the FPA East Bay chapter. Monica Izquierdo oversees client relations and operations after time at J.P. Morgan Private Bank. The firm supports the Grace Presbyterian Church Investment Fund and the Walnut Creek Education Foundation. Marc Shachtman retains founder and CEO responsibility for investment decisions.
General information
Firm type
Multi Family Office
Year founded
2022
AUM
226 (Altss estimate)
Location
Region
North America
Country
United States
City
Beaver
Corporate office
Coral Gables, United States
Principals
Marc Shachtman
Founder and CEO
David Allen
Managing Partner of the Walnut Creek office
Monica Izquierdo
Director of Client Relations & Operations
Sector focus
Frequently asked questions
Who runs investment decisions at True Wealth Advisory Group?
Marc Shachtman serves as Founder and CEO. He previously worked as Executive Director at J.P. Morgan Private Bank and VP at Goldman Sachs.
Does True Wealth Advisory Group participate in fund commitments or only direct deals?
The firm uses direct co-investments and SPVs. It also maintains a Bitwise Separately Managed Account.
Where does the firm maintain offices?
Headquarters are in Coral Gables. David Allen operates the Walnut Creek office.
What asset classes appear in the portfolio?
Holdings include digital assets through the Bitwise SMA and physical gold or gold ETFs.
Which professional networks does the firm engage?
David Allen served as Past President of the FPA of the East Bay chapter.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: