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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2018
- Office Locations
- 6
Office Locations
About Truewealth Advisors, LLC
TrueWealth Advisors is an Alabama-based wealth management firm focused on retirement readiness and multi-generational planning. The team delivers personalized financial plans, tax-favored retirement strategies for small to mid-sized business owners, and risk protection, pairing long-term asset-allocation portfolios with values-aligned options. Operates with a team-based service model across multiple offices and typically custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL BENSON MARKS
Chief Executive Officer -Financial Advisor
- CRD
- #4948330
- Ownership
- 50% but less than 75%
LARRY JASON SIMS
Chief Compliance Officer, Managing Member
- CRD
- #4609917
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Kenneth Wayne Askew
--
- CRD
- #3195685
GARY LYNN ELY
Financial Advisor
- CRD
- #2066209
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,075,170 | $337,314 |
| Non-Discretionary | $4,423,604 | $1,105,901 |
| Total | $547,498,774 | $339,219 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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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