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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-2024
- Office Locations
- 1
Office Locations
About Truvize Financial Planning
Truvize Financial Planning delivers tax-smart wealth planning for entrepreneurs and business owners, including proactive tax strategy, investment and cash-flow management, retirement, risk, and estate planning, plus coordination with clients’ other advisors. The team brings first-hand operator experience—having built, raised capital for, and exited businesses (including Glide)—to advise on entity choices and liquidity events. El Paso, TX; Altruist custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW WAYNE HARRIS
Chief Compliance Officer, Financial Representative, Managing Partner
- CRD
- #5678270
- Ownership
- 50% but less than 75%
JONATHAN PHILLIP LOPEZ
Founding Partner, Managing Partner
- CRD
- #5783350
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,610,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,610,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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