CRD: 316790
True Equity Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2021
- Office Locations
- 1
Office Locations
About True Equity Wealth Management LLC
True Equity Wealth Management provides financial planning and investment management for high net worth individuals, executives, and business owners, integrating tax planning with portfolio advice. Led by CFP professional and enrolled agent Michael Shea, the firm can represent clients before the IRS on tax matters. Uses evidence-based strategies and offers access to Dimensional Fund Advisors; custody primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Joseph Shea
Chief Compliance Officer, Owner
- CRD
- #6590570
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,318,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,318,098 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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