$151.4M Total AUM
$151.4M Disc. AUM
-- 3Y CAGR
6 Employees
164 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2024
- Office Locations
- 1
Office Locations
750 NW Charbonneau Street Suite 201 Bend OR
About True Wealth Group
True Wealth Group is a Bend, OR-based wealth management and financial planning firm serving retail clients with client-centered planning and ongoing portfolio management. The team emphasizes asset allocation and risk management, using diversified mutual funds, ETFs, and fixed income strategies. Clients access planning through an eMoney portal, with account access supported via Charles Schwab.
Team overview
-- AVG AGE
$50.5M AVG AUM / ADVISOR
$923.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
MATHEW W HUNNICUTT
Chief Compliance Officer, Financial Planner
- CRD
- #4653059
- Ownership
- 75% or more
Available
Available
Available
Ian PATRICK Laimbeer
--
- CRD
- #6547229
- Ownership
- 25% but less than 50%
Available
Available
Available
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Donald Klotter
--
- CRD
- #2787002
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,410,600 | $271,832 |
| Non-Discretionary | $0 | -- |
| Total | $151,410,600 | $271,832 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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