Data / Investment advisers / Missouri / Truman Wealth Advisors
Truman Wealth Advisors, Columbia, MO: $106 million AUM, SEC registered investment adviser
Truman Wealth Advisors is an SEC registered investment adviser with its main office in Columbia, Missouri and reports $106 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 334752
- SEC file number
- 801-132042
- SEC status
- Approved, effective February 26, 2025
- Legal name
- Truman Wealth Advisors LLC
- Main office
- 411 N. College Avenue Suite 201, Columbia, MO 65201
- Phone
- (573) 540-4788
- Website
- trumanwealthadvisors.com
- Regulatory AUM
- $105,980,250 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $103,360,729
- Non discretionary AUM
- $2,619,521
- Accounts
- 424
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 74 | $54.5 million |
| High net worth individuals | 22 | $38.1 million |
| Charitable organizations | 1 | $10.7 million |
| Pension and profit sharing plans | Fewer than 5 | $2.6 million |
| Corporations or other businesses | 1 | $36,649 |
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 |
|---|---|---|
| April 1, 2026 | $106 million | March 27, 2026 |
| December 1, 2025 | $142.1 million | April 21, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sparrow Capital Management Inc | St. Louis | $113.3 million | 1 | adviserinfo.sec.gov |
| Breiter Wealth Management, LLC | St. Louis | $113 million | Not listed | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | Not listed | adviserinfo.sec.gov |
| 4-C Personal Wealth Management Consultants, LLC | Creve Coeur | $109 million | Not listed | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | Not listed | adviserinfo.sec.gov |
| Build Asset Management | Jefferson City | $64.6 million | 1 | adviserinfo.sec.gov |
| Millstone Capital Advisors, LLC | Saint Louis | Not listed | 7 | adviserinfo.sec.gov |
| Iselect Fund Management, LLC | St. Louis | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Truman Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.