# True Wealth Advisory Group

True Wealth Advisory Group is a Multi Family Office based in Walnut Creek, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Coral Gables, United States
- **Founded:** 2022
- **Assets under management:** 226 (Altss estimate)
- **Website:** truewealthadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/true-wealth-advisory-group

## About

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.

## Sectors

- Other

## People

- Marc Shachtman — Founder and CEO
- David Allen — Managing Partner of the Walnut Creek office
- Monica Izquierdo — Director of Client Relations & Operations

## 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.

## Related profiles

- [Hunter Lewis LLC](https://altss.com/profile/hunter-lewis-llc)
- [Dobbs Equity Partners](https://altss.com/profile/dobbs-equity-partners-llc-john-dobbs-family-office)

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Last updated: 2026-07-08T18:26:56.016Z

Canonical page: https://altss.com/profile/true-wealth-advisory-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology