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- Custodian
- Altruist · Folio Investments · Goldman Sachs · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2013
- Office Locations
- 1
Office Locations
About Truesdell Wealth, Inc.
Truesdell Wealth, Inc. is a founder-led RIA in Ocala, FL focused on retirement-minded households. The firm emphasizes income “bucket” planning, fee/cost awareness, and estate-planning considerations (including Florida-specific documents), alongside disciplined, risk-managed portfolio allocation. A differentiator is Truesdell’s proprietary Retirement Meltdown Calculator and regular client briefings on economic and market developments.
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
PAUL GRANT TRUESDELL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1564086
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,978,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,978,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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