# Truwealth Advisors

Truwealth Advisors is a Bank / Wealth / Trust based in Metairie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Metairie, United States
- **Region:** North America
- **Address:** Mandeville, LA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** twadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/truwealth-advisors

## Regulatory record

- **CRD number:** 306876
- **SEC file number:** 801-119073
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306876

## About

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.

## Sectors

- Wealth Management

## People

- Charles Simmons — Partner and Wealth Advisor
- James Parrie — Partner and Regional Director

## 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.

## Related profiles

- [Truvestments Capital](https://altss.com/profile/truvestments-capital)
- [Tryg](https://altss.com/profile/tryg)

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

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