Chief Operating Officer · True Wealth Advisory Group
Monica A. Izquierdo
CRD 4841526 · Named on Form ADV at one SEC-registered adviser
At a glance
True Wealth Advisory Group, an SEC-registered asset manager based in Miami, FL with $240 million in regulatory assets, lists Monica A. Izquierdo on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- True Wealth Advisory GroupChief Operating OfficerAsset manager · Miami, FL · $240M in regulatory assets
AtlasMembers
Monica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marc H. ShachtmanChief Executive Officer, True Wealth Advisory Group
- Giselle CasellaChief Compliance Officer, True Wealth Advisory Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Monica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.