Sponsor portfolio
TRUE PRIVATE WEALTH ADVISORS, LLC
EIN 90-0883669financial servicesLatest filing 2025
Plans
1
Retirement
1
$9.0M assets
Welfare
0
Participants
21
1781 LIBERTY ST SE SUITE 200 - SALEM, OR 97302503-400-3311truepwa.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN | 401k | $9.0M | 21 | 2025 |
Retirement plans