Data / Investment advisers / Mississippi / Trueline Wealth Group, LLC
Trueline Wealth Group, LLC, Hattiesburg, MS: $170 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trueline Wealth Group, LLC is an SEC registered investment adviser with its main office in Hattiesburg, Mississippi and reports $170 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Trueline Wealth Group, LLC (CRD number 342570): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342570
- SEC file number
- 801-136451
- SEC status
- Approved, effective June 8, 2026
- Main office
- 34 Millbranch Rd. Suite 100a, Hattiesburg, MS 39402
- Phone
- (601) 255-5457
- Website
- truelinewealthgroup.com
- Regulatory AUM
- $170,100,102 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $170,100,102
- Accounts
- 341
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $112.9 million |
| Individuals (other than high net worth individuals) | 117 | $56 million |
| State or municipal government entities | Fewer than 5 | $1.1 million |
| Corporations or other businesses | Fewer than 5 | $42,800 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $170.1 million | October 6, 2026 |
| July 1, 2026 | Not listed | June 30, 2026 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Simplified Wealth Management | Hattiesburg | $225.5 million | Not listed | adviserinfo.sec.gov |
| Inman Jager Wealth Management, LLC | Hattiesburg | $225 million | Not listed | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | Not listed | adviserinfo.sec.gov |
| Addicus Advisory, LLC | Tupelo | $221.7 million | 41 | adviserinfo.sec.gov |
| Sound Financial Strategies Group, LLC | Madison | $217.7 million | Not listed | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | $157.1 million | Not listed | adviserinfo.sec.gov |
| Renaissance Advisors | Ridgeland | $147.5 million | Not listed | adviserinfo.sec.gov |
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | Oxford | $141.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Trueline Wealth Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.