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TRUWEALTH ADVISORS LLC

EIN 85-2031261-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.4M assets
Welfare
0
Participants
32
2700 LAKE VILLA DRIVE STE 200 - METAIRIE, LA 70002504-779-7799twadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.4M - 32 part

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Retirement#001

TRUWEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.4M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUWEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$5.4M322025
Retirement plans
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