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Truwealth Advisors
TruWealth Advisors is a wealth management firm that joined Waverly Advisors effective April 24, 2026. Its mission is rooted in making a meaningful impact...
Overview
TruWealth Advisors is a wealth management firm that joined Waverly Advisors effective April 24, 2026. Its mission is rooted in making a meaningful impact through thoughtful financial planning, portfolio management, and fiduciary advice, with a focus on cultivating enduring client relationships and operating with integrity, independence, personalization, and transparency.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Metairie
Corporate office
Mandeville, LA, United States
Principals
Charles Simmons
Partner and Wealth Advisor
James Parrie
Partner and Regional Director
Sector focus
Frequently asked questions
Who are the key decision-makers at Truwealth Advisors?
Principal names are not a matter of public record. The firm's limited digital footprint—a basic website domain and minimal regulatory disclosure—does not publicly identify an owner, lead advisor, or investment committee.
What is Truwealth Advisors' geographic reach?
The firm's practice is concentrated in St. Tammany Parish and the broader Northshore region of Louisiana, part of the Greater New Orleans metropolitan area. No additional offices or multi-state registrations have been identified.
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