Asset manager · Miami, FL
True Wealth Advisory Group
True Wealth Advisory Group, LLC · SEC-registered investment adviser · CRD 306523 · SEC 801-123140
At a glance
True Wealth Advisory Group is an SEC-registered investment adviser based in Miami, Florida, with $240 million in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is corporations or other businesses, and it reports 60 individual clients. By Form ADV it is a asset manager, ranked 2,030th of 3,218 asset managers and 11,296th of 17,210 SEC-registered advisers by assets.
Main office 786-358-0050truewealthadvisorygroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $240M
- Rank among asset managers
- #2,030 of 3,218
- Rank among all SEC RIAs
- #11,296 of 17,210
- Rank in Florida
- #682 of 1,090
- Individual clients
- 60
- High-net-worth clients
- 60
- Accounts
- 260
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 4
Owners and executives on its Form ADV
- Marc H. ShachtmanChief Executive Officer
- Monica A. IzquierdoChief Operating Officer
- Giselle CasellaChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
True Wealth Advisory Group is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Old City Securities LL C and Old City Securities as the broker-dealer its advisers are registered with.
S hachtman is a registered representative of Old City Securities LL C, a registered broker -dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 33 | $102M | 43% |
| High-net-worth individuals | 60 | $87M | 36% |
| Other | 9 | $51M | 21% |
Disciplinary disclosures
True Wealth Advisory Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗truewealthadvisorygroup.com ↗
AtlasMembers
The full record on True Wealth Advisory Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 857 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does True Wealth Advisory Group manage?
True Wealth Advisory Group reports $240 million in regulatory assets under management across 260 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is True Wealth Advisory Group?
True Wealth Advisory Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are True Wealth Advisory Group’s clients?
By assets, its largest client types are corporations or other businesses ($102 million, 33 clients); high-net-worth individuals ($87 million, 60 clients); other ($51 million, 9 clients).
Does True Wealth Advisory Group have any disciplinary history?
True Wealth Advisory Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is True Wealth Advisory Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →