TruWealth Advisors Revenue

Financial Services • Metairie, Louisiana, United States • 21-50 Employees

TruWealth Advisors revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,800,000
Total funding	No funding

Key Contact at TruWealth Advisors

Charles Simmons

Founder/Senior Financial Advisor

Company overview

Headquarters	2700 Lake Villa Drive, Suite 200, Metairie, Louisiana 70002, US
Phone number	+15047797799
Website	twadvisor.com
NAICS	52
Employees	21-50
Socials

TruWealth Advisors Email Formats

TruWealth Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@twadvisor.com), used 90.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@twadvisor.com	90.5%
{first name}.{last name}	john.doe@twadvisor.com	4.8%
{first name}{last name}	johndoe@twadvisor.com	4.8%

About TruWealth Advisors

We walk alongside you as your guides in the development of a thoughtful, enduring and tailored financial plan. With the ability to work with multiple custodians, TruWealth affords you maximum flexibility, convenience and unbiased advice. TruWealth Advisors, LLC (“TruWealth”) is an SEC registered investment adviser located in Louisiana. Registration does not imply a certain level of skill or training. Additional information about TruWealth, including our registration status, fees, and services can be found at www.twadvisor.com or by calling 504-779-7799. This page is provided for informational purposes only. We do not adopt or endorse any hyperlinked content, or any of the any of the expressions, opinions, or content posted by third parties on this site. All opinions or views reflect the judgment of the authors as of the date of publication and are subject to change without notice.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Senior

Employees by Department

TruWealth Advisors has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

TruWealth Advisors has never raised funding before.

Frequently asked questions

TruWealth Advisors is located in Metairie, Louisiana, US.

You can reach TruWealth Advisors at +15047797799.

TruWealth Advisors generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.

TruWealth Advisors has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TruWealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TruWealth Advisors

Charles Simmons

Founder/Senior Financial Advisor

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