True Private Wealth Advisors LLC

True Private Wealth Advisors LLC is an Oregon-based Limited Liability Company with 20 employees, all serving in advisory roles. The firm currently serves a small clientele of 6 individuals and was approved by the U.S. Securities and Exchange Commission in 2012.

• DENNIS PATRICK HARROLD

  CHIEF ADMINISTRATIVE OFFICER (CAO) owns less than 5%

• JASON DAVID HERBER

  CHIEF FINANCIAL OFFICER (CFO) owns less than 5%

• JOSEPH EDWARD OPSAHL

  CHIEF OPERATIONS OFFICER (COO) owns less than 5%

• MICHAEL BRETT DAVIS

  CHIEF EXECUTIVE OFFICER (CEO) owns less than 5%

• STEPHEN ROBERT ALTMAN

  CHIEF COMPLIANCE OFFICER (CCO), MANAGING MEMBER owns less than 5%

• THE DAVIS ALTMAN GROUP, LLC

  MEMBER owns more than 25% but less than 50%

• THE GESCHER HERBER GROUP, LLC

  MEMBER owns more than 25% but less than 50%

• THE OPSAHL GROUP, LLC

  MEMBER owns more than 10% but less than 25%

• TODD ANTHONY GESCHER

  CHIEF INVESTMENT OFFICER (CIO) owns less than 5%

• Green Wealth Management LLC
• Capstone Wealth Advisors LLC
• Keudell Morrison Wealth Management LLC

• An Overview of TRUE Private Wealth Advisors Q3 2022 vs. Q4 2022 13F Holdings

• AIR PRODS & CHEMS INC $451k
• ABBOTT LABS $281k
• Flaherty & Crumrine Preferred $197k
• DNP SELECT INCOME FD $94k
• Western Asset Global High In $61k
• KAYNE ANDERS MLP/MID $45k
• NUVEEN PFD & INCM SECURTIES $40k
• Alcoa Corp $30k
• CALAMOS STRATEGIC TO $30k
• KAYNE ANDERSON MDSTM ENERGY $29k