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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2016
- Office Locations
- 1
Office Locations
About Truvestor Wealth Management
Truvestor Wealth Management is a retail RIA providing retirement planning and investment management focused on tax-efficient strategies to preserve and grow wealth and replace income in retirement. Portfolios are tailored to risk and may use vehicles ranging from fixed income to options, with substantial ETF usage. Business-owner planning needs are a noted focus, and the firm primarily custodies with Charles Schwab.
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Investment Themes
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Owner & Executives
Anuj Harish Patel
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6645178
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,976,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,976,245 | -- |
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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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