Truewealth LLC
Legal Name: TRUEWEALTH, LLC
Full Contact Details
Truewealth LLC
3630 PEACHTREE ROAD, NE, SUITE 300, ATLANTA, GA
404-487-0500
404-487-0510
Other Info
Truewealth LLC, operating in Georgia, is a Limited Liability Company with 29 employees, 18 of whom function in advisory roles. The firm has gained approval from the SEC with a registration date of Jan 14, 2000 and currently caters to 41 clients.
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Direct Owners
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AMY FAREL MERRILL
MANAGER owns more than 5% but less than 10%
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JAMES WALLACE HEARD
CHAIRMAN owns more than 10% but less than 25%
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JENNIFER ELAINE BIRCHETT
MANAGER owns less than 5%
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LAURA HAMILTON NASCA
CHIEF COMPLIANCE OFFICER / CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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ROGER GLENN WARD
MANAGER, CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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STACY M LEWIS
MANAGER owns less than 5%
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TW HOLDINGS II, LLC
MEMBER owns more than 10% but less than 25%
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WBFG HOLDINGS, LLC
MEMBER owns more than 10% but less than 25%
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WBFG, INC.
MEMBER owns more than 25% but less than 50%
Indirect Owners
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AMY FAREL MERRILL
SHAREHOLDER owns more than 25% but less than 50%
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JAMES WALLACE HEARD
SHAREHOLDER owns more than 50% but less than 75%
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JAMES WALLACE HEARD
MANAGING MEMBER owns more than 25% but less than 50%
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JENNIFER ELAINE BIRCHETT
MEMBER owns more than 25% but less than 50%
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STACY M LEWIS
MANAGING MEMBER owns more than 25% but less than 50%
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