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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2012
- Office Locations
- 2
Office Locations
About True Private Wealth Advisors, LLC
TRUE Private Wealth Advisors is an independent, fiduciary wealth management firm in Oregon serving retail and institutional clients with financial planning and portfolio construction, including estate and charitable planning. The firm emphasizes a fully open-architecture, objective and transparent solutions platform and builds portfolios using public funds, including ETFs, with custody relationships such as Schwab and Fidelity.
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Owner & Executives
STEPHEN ROBERT ALTMAN
FOUNDING PARTNER, Managing Member
- CRD
- #2795104
- Ownership
- 10% but less than 25%
MICHAEL BRETT DAVIS
Founding Partner
- CRD
- #2289138
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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JOSEPH MATTHEW ALSTOTT
--
- CRD
- #4215859
Michael John Barr
--
- CRD
- #7821023
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,426,784,638 | $896,222 |
| Non-Discretionary | $0 | -- |
| Total | $1,426,784,638 | $896,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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