Active
TRUMAN WEALTH ADVISORS
Investment Advice|COLUMBIA, MO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$142.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 142.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 334752 |
| SEC Number | 801-132042 |
| Street Address | 411 N. COLLEGE AVENUE |
| Street Address 2 | SUITE 201 |
| Location | COLUMBIA, MO 65201 |
| Country | United States |
| Phone | 573-227-2077 |
| Total Employees | 3 |
Client Count by Type (87 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 64 |
| High Net Worth Individual… | 23 |
Community Partners
CITY HALL
CITY OF BELLA VILLA
CITY OF BELLEFONTAINE NEIGHBORS
CITY OF BRECKENRIDGE
CITY OF BRENTWOOD
CITY OF CENTRALIA
CITY OF CLAYTON
CITY OF COLUMBIA
CITY OF COUNTRY CLUB HILLS
CITY OF CRESTWOOD
CITY OF CREVE COEUR
CITY OF DARDENNE PRAIRIE
CITY OF DES PERES
CITY OF EDMUNDSON
CITY OF FRONTENAC
CITY OF GLENDALE
CITY OF HALLSVILLE
CITY OF KINLOCH
CITY OF LADUE
CITY OF LAKESHIRE
CITY HALL
CITY OF BELLA VILLA
CITY OF BELLEFONTAINE NEIGHBORS
CITY OF BRECKENRIDGE
CITY OF BRENTWOOD
CITY OF CENTRALIA
CITY OF CLAYTON
CITY OF COLUMBIA
CITY OF COUNTRY CLUB HILLS
CITY OF CRESTWOOD
CITY OF CREVE COEUR
CITY OF DARDENNE PRAIRIE
CITY OF DES PERES
CITY OF EDMUNDSON
CITY OF FRONTENAC
CITY OF GLENDALE
CITY OF HALLSVILLE
CITY OF KINLOCH
CITY OF LADUE
CITY OF LAKESHIRE
CITY HALL
CITY OF BELLA VILLA
CITY OF BELLEFONTAINE NEIGHBORS
CITY OF BRECKENRIDGE
CITY OF BRENTWOOD
CITY OF CENTRALIA
CITY OF CLAYTON
CITY OF COLUMBIA
CITY OF COUNTRY CLUB HILLS
CITY OF CRESTWOOD
CITY OF CREVE COEUR
CITY OF DARDENNE PRAIRIE
CITY OF DES PERES
CITY OF EDMUNDSON
CITY OF FRONTENAC
CITY OF GLENDALE
CITY OF HALLSVILLE
CITY OF KINLOCH
CITY OF LADUE
CITY OF LAKESHIRE
Municipal Government
43 Active
43
Organizations
AFFTON FIRE PROTECTION DISTRICT
BLUE RIDGE TOWN CENTRE TDD
BOARD OF COMMISSIONERS OF TOWER GROVE PARK
BOONE COUNTY CONSOLIDATED PUBLIC WATER SUPPLY DISTRICT 1
BOONE COUNTY FIRE PROTECTION DISTRICT
BOONE COUNTY PUBLIC HOUSING AGENCY
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 10
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 4
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 9
BOONE COUNTY SOIL AND WATER CONSERVATION DISTRICT
BROADWAY-FAIRVIEW TRANSPORTATION DEVELOPMENT DISTRICT
CALLAHAN CREEK WATERSHED SUBDISTRICT
CENTER STATE TRANSPORTATION DEVELOPMENT DISTRICT
CENTRALIA PUBLIC LIBRARY DISTRICT
CENTRALIA SPECIAL ROAD DISTRICT
CLARK LANE TRANSPORTATION DEVELOPMENT DISTRICT
COLUMBIA HOUSING AUTHORITY
COLUMBIA MALL TRANS DEV DISTRICT
CONLEY ROAD TRANSPORTATION DEVELOPMENT DISTRICT
CROSS CREEK TRANS DEVELOPMENT DIST
AFFTON FIRE PROTECTION DISTRICT
BLUE RIDGE TOWN CENTRE TDD
BOARD OF COMMISSIONERS OF TOWER GROVE PARK
BOONE COUNTY CONSOLIDATED PUBLIC WATER SUPPLY DISTRICT 1
BOONE COUNTY FIRE PROTECTION DISTRICT
BOONE COUNTY PUBLIC HOUSING AGENCY
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 10
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 4
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 9
BOONE COUNTY SOIL AND WATER CONSERVATION DISTRICT
BROADWAY-FAIRVIEW TRANSPORTATION DEVELOPMENT DISTRICT
CALLAHAN CREEK WATERSHED SUBDISTRICT
CENTER STATE TRANSPORTATION DEVELOPMENT DISTRICT
CENTRALIA PUBLIC LIBRARY DISTRICT
CENTRALIA SPECIAL ROAD DISTRICT
CLARK LANE TRANSPORTATION DEVELOPMENT DISTRICT
COLUMBIA HOUSING AUTHORITY
COLUMBIA MALL TRANS DEV DISTRICT
CONLEY ROAD TRANSPORTATION DEVELOPMENT DISTRICT
CROSS CREEK TRANS DEVELOPMENT DIST
AFFTON FIRE PROTECTION DISTRICT
BLUE RIDGE TOWN CENTRE TDD
BOARD OF COMMISSIONERS OF TOWER GROVE PARK
BOONE COUNTY CONSOLIDATED PUBLIC WATER SUPPLY DISTRICT 1
BOONE COUNTY FIRE PROTECTION DISTRICT
BOONE COUNTY PUBLIC HOUSING AGENCY
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 10
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 4
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 9
BOONE COUNTY SOIL AND WATER CONSERVATION DISTRICT
BROADWAY-FAIRVIEW TRANSPORTATION DEVELOPMENT DISTRICT
CALLAHAN CREEK WATERSHED SUBDISTRICT
CENTER STATE TRANSPORTATION DEVELOPMENT DISTRICT
CENTRALIA PUBLIC LIBRARY DISTRICT
CENTRALIA SPECIAL ROAD DISTRICT
CLARK LANE TRANSPORTATION DEVELOPMENT DISTRICT
COLUMBIA HOUSING AUTHORITY
COLUMBIA MALL TRANS DEV DISTRICT
CONLEY ROAD TRANSPORTATION DEVELOPMENT DISTRICT
CROSS CREEK TRANS DEVELOPMENT DIST
Special District
36 Active
36
Organizations
AGAPE TIME MINISTRIES INC
BOONE CO R4
CENTRALIA SCH DIST R 6
CITY OF BERKELEY
COLUMBIA SCHOOL DIST 93
HARRISBURG SCH DIST R 8
HAVEN OF LIGHT SCHOOL OF MENTAL HEALTH
LIFT FOR LIFE ACADEMY, INC.
LINDBERGH HIGH SCHOOL PROJECT GRADUATION
SOUTHERN BOONE COUNTY SCHOOL DIST R-1
SPECIAL SCHOOL DISTRICT OF ST LOUIS COUN
ST. LOUIS CITY PUBLIC SCHOOL DISTRICT
ST. LOUIS VOICES ACADEMY OF MEDIA ARTS
STURGEON SCHOOL DIST R-5
AGAPE TIME MINISTRIES INC
BOONE CO R4
CENTRALIA SCH DIST R 6
CITY OF BERKELEY
COLUMBIA SCHOOL DIST 93
HARRISBURG SCH DIST R 8
HAVEN OF LIGHT SCHOOL OF MENTAL HEALTH
LIFT FOR LIFE ACADEMY, INC.
LINDBERGH HIGH SCHOOL PROJECT GRADUATION
SOUTHERN BOONE COUNTY SCHOOL DIST R-1
SPECIAL SCHOOL DISTRICT OF ST LOUIS COUN
ST. LOUIS CITY PUBLIC SCHOOL DISTRICT
ST. LOUIS VOICES ACADEMY OF MEDIA ARTS
STURGEON SCHOOL DIST R-5
AGAPE TIME MINISTRIES INC
BOONE CO R4
CENTRALIA SCH DIST R 6
CITY OF BERKELEY
COLUMBIA SCHOOL DIST 93
HARRISBURG SCH DIST R 8
HAVEN OF LIGHT SCHOOL OF MENTAL HEALTH
LIFT FOR LIFE ACADEMY, INC.
LINDBERGH HIGH SCHOOL PROJECT GRADUATION
SOUTHERN BOONE COUNTY SCHOOL DIST R-1
SPECIAL SCHOOL DISTRICT OF ST LOUIS COUN
ST. LOUIS CITY PUBLIC SCHOOL DISTRICT
ST. LOUIS VOICES ACADEMY OF MEDIA ARTS
STURGEON SCHOOL DIST R-5
School District
14 Active
14
Organizations
100 BLACK MEN
137 CENTRAL MISSOURI
14414 SACRED HEART LADIES AUXILIARY
212 CLUB
22TOOMANY WGY6
241 CLT Lending Corporation dba Equity Homes Lending Corp
25-35 MINISTRIES
28TOLIFE
2ND GENESIS GROUP HOME & COMMUNITY RECREATION CENTER
30225 OPTIMIST CLUB OF KIRKWOOD MISSOURI
314 GROOVE LINE DANCE
360 EQUINE REHABILITATION AND RESCUE
3-D VISION BASKETBALL ACADEMY
3-LADIES & A POT
40 ACRES AND A MULE INVESTMENTS UNLIMITED
414 INTERNATIONAL INC
442S
4522 CLUB
493 MID MISSOURI CHAPTER OF TROUT UNLIMITED
4 FLORA INC
100 BLACK MEN
137 CENTRAL MISSOURI
14414 SACRED HEART LADIES AUXILIARY
212 CLUB
22TOOMANY WGY6
241 CLT Lending Corporation dba Equity Homes Lending Corp
25-35 MINISTRIES
28TOLIFE
2ND GENESIS GROUP HOME & COMMUNITY RECREATION CENTER
30225 OPTIMIST CLUB OF KIRKWOOD MISSOURI
314 GROOVE LINE DANCE
360 EQUINE REHABILITATION AND RESCUE
3-D VISION BASKETBALL ACADEMY
3-LADIES & A POT
40 ACRES AND A MULE INVESTMENTS UNLIMITED
414 INTERNATIONAL INC
442S
4522 CLUB
493 MID MISSOURI CHAPTER OF TROUT UNLIMITED
4 FLORA INC
100 BLACK MEN
137 CENTRAL MISSOURI
14414 SACRED HEART LADIES AUXILIARY
212 CLUB
22TOOMANY WGY6
241 CLT Lending Corporation dba Equity Homes Lending Corp
25-35 MINISTRIES
28TOLIFE
2ND GENESIS GROUP HOME & COMMUNITY RECREATION CENTER
30225 OPTIMIST CLUB OF KIRKWOOD MISSOURI
314 GROOVE LINE DANCE
360 EQUINE REHABILITATION AND RESCUE
3-D VISION BASKETBALL ACADEMY
3-LADIES & A POT
40 ACRES AND A MULE INVESTMENTS UNLIMITED
414 INTERNATIONAL INC
442S
4522 CLUB
493 MID MISSOURI CHAPTER OF TROUT UNLIMITED
4 FLORA INC
Nonprofit Organization
6641 Active
6641
Organizations
Community Partners143 organizations
CITY HALL
Municipal Government·AUXVASSE
CITY OF BELLA VILLA
Municipal Government·SAINT LOUIS
CITY OF BELLEFONTAINE NEIGHBORS
Municipal Government·SAINT LOUIS
CITY OF BRECKENRIDGE
Municipal Government·SAINT LOUIS
CITY OF BRENTWOOD
Municipal Government·SAINT LOUIS
CITY OF CLAYTON
Municipal Government·SAINT LOUIS
CITY OF COLUMBIA
Municipal Government·COLUMBIA
CITY OF COUNTRY CLUB HILLS
Municipal Government·SAINT LOUIS
CITY OF CREVE COEUR
Municipal Government·SAINT LOUIS
CITY OF DES PERES
Municipal Government·SAINT LOUIS
CITY OF EDMUNDSON
Municipal Government·SAINT LOUIS
CITY OF GLENDALE
Municipal Government·SAINT LOUIS
CITY OF KINLOCH
Municipal Government·SAINT LOUIS
CITY OF LADUE
Municipal Government·SAINT LOUIS
CITY OF NORTHWOODS
Municipal Government·SAINT LOUIS
CITY OF OLIVETTE
Municipal Government·SAINT LOUIS
CITY OF OVERLAND
Municipal Government·SAINT LOUIS
CITY OF RICHMOND HEIGHTS
Municipal Government·SAINT LOUIS
CITY OF ROCHEPORT
Municipal Government·ROCHEPORT
CITY OF SHREWSBURY
Municipal Government·SAINT LOUIS
CITY OF WEBSTER GROVES
Municipal Government·SAINT LOUIS
CITY OF WELLSTON
Municipal Government·SAINT LOUIS
ST PAUL CITY OFFICE
Municipal Government·O FALLON
TOWN OF HARRISBURG
Municipal Government·HARRISBURG
TOWN OF HARTSBURG
Municipal Government·COLUMBIA
TOWN OF HUNTSDALE
Municipal Government·COLUMBIA
VILLAGE OF HILLSDALE
Municipal Government·SAINT LOUIS
VILLAGE OF MCBAINE
Municipal Government·COLUMBIA
VILLAGE OF PIERPONT
Municipal Government·COLUMBIA
BLUE RIDGE TOWN CENTRE TDD
Special District·COLUMBIA
BOARD OF COMMISSIONERS OF TOWER GROVE PARK
Special District·SAINT LOUIS
BOONE COUNTY CONSOLIDATED PUBLIC WATER SUPPLY DISTRICT 1
Special District·COLUMBIA
BOONE COUNTY FIRE PROTECTION DISTRICT
Special District·COLUMBIA
BOONE COUNTY PUBLIC HOUSING AGENCY
Special District·COLUMBIA
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 10
Special District·CENTRALIA
BOONE COUNTY PUBLIC WATER SUPPLY DISTRICT 4
Special District·HALLSVILLE
BROADWAY-FAIRVIEW TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
CALLAHAN CREEK WATERSHED SUBDISTRICT
Special District·COLUMBIA
CENTER STATE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
CENTRALIA SPECIAL ROAD DISTRICT
Special District·CENTRALIA
CLARK LANE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
COLUMBIA MALL TRANS DEV DISTRICT
Special District·KANSAS CITY
CONLEY ROAD TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
CROSS CREEK TRANS DEVELOPMENT DIST
Special District·COLUMBIA
GRINDSTONE PLAZA TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
HARTSBURG LEVEE DISTRICT
Special District·HARTSBURG
LAKE OF THE WOODS TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
LEMAY FIRE PROTEC DISTRICT
Special District·SAINT LOUIS
MEHLVILLE FIRE PROTECTION DISTRICT
Special District·SAINT LOUIS
METRO NORTH FIRE PROTECTION DISTRICT
Special District·SAINT LOUIS
NORTHWOODS TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
ROCK BRIDGE CENTER TDD
Special District·COLUMBIA
SHOPPES AT STADIUM TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COLUMBIA
SOUTHERN BOONE COUNTY FIRE PROTECTION DISTRICT
Special District·ASHLAND
STADIUM CORRIDOR TRANSPORTATION DEVELOPMENT DISTRICT
Special District·KANSAS CITY
ST CHARLES ROAD TDD
Special District·KANSAS CITY
THE GREAT RIVERS GREENWAY DISTRICT
Special District·SAINT LOUIS
AGAPE TIME MINISTRIES INC
School District·SAINT LOUIS
HAVEN OF LIGHT SCHOOL OF MENTAL HEALTH
School District·SAINT LOUIS
LIFT FOR LIFE ACADEMY, INC.
School District·SAINT LOUIS
SPECIAL SCHOOL DISTRICT OF ST LOUIS COUN
School District·SAINT LOUIS
ST. LOUIS VOICES ACADEMY OF MEDIA ARTS
School District·SAINT LOUIS
100 BLACK MEN
Nonprofit Organization·SAINT LOUIS
137 CENTRAL MISSOURI
Nonprofit Organization·Columbia
14414 SACRED HEART LADIES AUXILIARY
Nonprofit Organization·COLUMBIA
212 CLUB
Nonprofit Organization·O Fallon
22TOOMANY WGY6
Nonprofit Organization·Columbia
241 CLT Lending Corporation dba Equity Homes Lending Corp
Nonprofit Organization·Saint Louis
25-35 MINISTRIES
Nonprofit Organization·SAINT LOUIS
28TOLIFE
Nonprofit Organization·SAINT LOUIS
2ND GENESIS GROUP HOME & COMMUNITY RECREATION CENTER
Nonprofit Organization·Saint Louis
30225 OPTIMIST CLUB OF KIRKWOOD MISSOURI
Nonprofit Organization·SAINT LOUIS
314 GROOVE LINE DANCE
Nonprofit Organization·Saint Louis
360 EQUINE REHABILITATION AND RESCUE
Nonprofit Organization·O Fallon
3-D VISION BASKETBALL ACADEMY
Nonprofit Organization·O FALLON
3-LADIES & A POT
Nonprofit Organization·SAINT LOUIS
40 ACRES AND A MULE INVESTMENTS UNLIMITED
Nonprofit Organization·Saint Louis
414 INTERNATIONAL INC
Nonprofit Organization·SAINT LOUIS
442S
Nonprofit Organization·Saint Louis
4522 CLUB
Nonprofit Organization·SAINT LOUIS
493 MID MISSOURI CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·COLUMBIA
4 FLORA INC
Nonprofit Organization·Saint Louis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hallsville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hallsville
4THEVILLE
Nonprofit Organization·SAINT LOUIS
4 WALLS AND BEYOND
Nonprofit Organization·SAINT LOUIS
4 WALLS AND BEYOND
Nonprofit Organization·Saint Louis
4 X 4 EXPLORERS FOUR WHEEL DRIVE CLUB
Nonprofit Organization·Saint Louis
50 ROSES FOUNDATION
Nonprofit Organization·Saint Louis
5TH WALL PRODUCTIONS
Nonprofit Organization·Columbia
65010 BASEBALL INC
Nonprofit Organization·Ashland
65010 FOOTBALL
Nonprofit Organization·Ashland
66TH CONFLUENCE SCOUT GROUP BPSA-US
Nonprofit Organization·Saint Louis
955 PAC
Nonprofit Organization·COLUMBIA
9891 ST LOUIS CARONDELET
Nonprofit Organization·Saint Louis
99 BILLION BETTER BEHAVIOR SUPPORT & LEARNING CENTER
Nonprofit Organization·Saint Louis
99BILLION BETTER BEHAVIOR SUPPORT & LEARNING CENTER
Nonprofit Organization·SAINT LOUIS
AAAACHANGE ORG
Nonprofit Organization·Columbia
AADIS
Nonprofit Organization·Saint Louis
AAIM EDUCATION CENTER INC
Nonprofit Organization·SAINT LOUIS
AAO DISASTER RELIEF FUND
Nonprofit Organization·SAINT LOUIS
AARONS ROD MINISTRIES INTERNATIONAL
Nonprofit Organization·SAINT LOUIS
ABC INFANTS INC
Nonprofit Organization·SAINT LOUIS
ABCTODAY
Nonprofit Organization·Saint Louis
ABDUL-WAKIL M KAMAL MEMORIAL FOUNDATION
Nonprofit Organization·Saint Louis
A BETTER TOMORROW
Nonprofit Organization·SAINT LOUIS
ABIDING SAVIOR EVANGELICAL LUTHERAN CHURCH, INC
Nonprofit Organization·SAINT LOUIS
Abortion Action Missouri
Nonprofit Organization·Saint Louis
Abortion Action Missouri Foundation
Nonprofit Organization·Saint Louis
ABUNDANT LIFE EMPOWERING AGENCY
Nonprofit Organization·Columbia
ABUNDCOFGRACE MINISTRIES
Nonprofit Organization·Saint Louis
ACACIA FRATERNITY INCORPORATED
Nonprofit Organization·Columbia