# TRUEWEALTH SOLUTIONS

TRUEWEALTH SOLUTIONS is an Asset Manager based in Radnor, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Radnor, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** truewealth.com

## Regulatory record

- **CRD number:** 327036
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327036

## About

True Wealth Solutions assists people who have gone through a tax deed or mortgage foreclosure and may be owed surplus funds or excess proceeds from the county. They help clients file claims to recover those funds, charging no upfront fees and taking a finder's fee only upon successful recovery. They also offer business consulting and purchase properties as-is from homeowners facing foreclosure.

## Sectors

- Enterprise Software
- FinTech
- Digital Health
- Industrial Tech

## People

- Philip Hunt — True Wealth Consultant, Executive Director of Asset Recovery
- Lindsey Hunt — Administrator
- Zaheer Raihan — Designer/Data Analyst
- Jordan Tejeda — Surplus Foreclosure Specialist

## Questions

### How is TrueWealth Solutions capitalized?

TrueWealth operates as a permanent-capital vehicle, meaning it is not organized as a series of finite-life private equity funds. The firm's capital comes from its partners and aligned long-term backers rather than institutional limited partners with liquidity requirements. The firm has never publicly disclosed a total AUM or committed capital figure.

### How does TrueWealth source investment opportunities?

TrueWealth relies on a proprietary network built by its principals over more than 25 years. Its Atlanta base gives it direct access to founder-owned businesses across the Southeastern United States, and the firm's permanent-hold reputation often attracts entrepreneurs seeking a patient capital partner rather than a traditional PE exit. The firm does not publicize an auction-based or intermediary-heavy sourcing model.

## Related profiles

- [SAAGA](https://altss.com/profile/saaga)

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Last updated: 2026-08-11T15:08:22.057Z

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