CRD: 298899
True Life Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2018
- Office Locations
- 1
Office Locations
About True Life Wealth Management, LLC
True Life Wealth Management is a Tampa-based RIA focused on pre-retirees and retirees, pairing deep-dive “financial truth” planning with tax-aware retirement income and portfolio management. Portfolios are built around its SIG (Safety, Increasing Income, Growth) framework and stress-tested with long-term historical modeling; ETF-heavy implementation (including Schwab custody) supports active, ongoing plan adjustments.
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Owner & Executives
ALEXANDER MICHAEL SKIJUS
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #6450618
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,535,019 | -- |
| Non-Discretionary | $2,228,900 | -- |
| Total | $38,763,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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