T
$106.0M Total AUM
$103.4M Disc. AUM
-- 3Y CAGR
3 Employees
98 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-2025
- Office Locations
- 3
Office Locations
1007 15th Ave. South Nashville TN
165 Western Ave. St. Paul MN
411 N. College Avenue Suite 201 Columbia MO
About Truman Wealth Advisors
Truman Wealth Advisors is a fee-only, fiduciary RIA providing goal-based financial planning and investment strategy across clients’ full financial picture. The firm works with modern elders, entrepreneurs, executive delegators, and investment professionals, pairing tailored guidance with ongoing check-ins. Portfolios are implemented heavily with ETFs, with client access via an eMoney portal; custody includes Schwab.
Team overview
48 AVG AGE
$35.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 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
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Melinda Jean McCubbin
President
- CRD
- #6926049
- Ownership
- 75% or more
Available
Available
Available
ELLEN KATHERINE OSTHUS
Chief Compliance Officer
- CRD
- #5841237
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MARIA TERESA HERNANDEZ HUERTA
--
- CRD
- #6962299
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,360,729 | $246,097 |
| Non-Discretionary | $2,619,521 | $654,880 |
| Total | $105,980,250 | $249,953 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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