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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
About Truevine Family Wealth
TrueVine Family Wealth is a faith-based, fiduciary wealth management firm serving high-net-worth families and entrepreneurs in Southwest Florida. The firm takes a "family CFO" approach, coordinating investments, tax and estate planning, philanthropy, and multigenerational governance and education, with access to private equity, venture, and real estate strategies. Led by founder Aaron M. Pierce (CFP, CIMA, AWMA, MBA); client portals include Raymond James and eMoney.
Team overview
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Accredited Investors
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Investment Themes
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Services
Technology
Owner & Executives
AARON MICHAEL PIERCE
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, Managing Member
- CRD
- #6145041
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,196,826 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,196,826 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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