| Name: | TrueWealth Advisors, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 03 Feb 2014 (11 years ago) |
| Entity Number: | 000-296-425 |
| Register Number: | 000296425 |
| County: | Jefferson |
| Place of Formation: | Shelby County |
| Principal Address: | 2000 SOUTH LAKE PARK #200BIRMINGHAM, AL 35244 |
| Principal Address ZIP Code: | 35244 |
| Registered Office Street Address: | 2000 SOUTHLAKE PARK SUITE 200BIRMINGHAM, AL 35244 |
| Registered Office Street Address ZIP Code: | 35244 |
Activities
FINANCIAL SERVICES
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1817714 | 2000 SOUTHLAKE PARK, SUITE 200, BIRMINGHAM, AL, 35244 | 2000 SOUTHLAKE PARK, SUITE 200, BIRMINGHAM, AL, 35244 | 205-588-4800 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-20456 |
| Filing date | 2024-07-31 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-24
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2024-07-24 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-08
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2024-02-08 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-07
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2023-11-07 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-31
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2023-07-31 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-19
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2023-04-19 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-27
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2022-07-27 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-05
| Form type | 13F-HR/A |
| File number | 028-20456 |
| Filing date | 2022-05-05 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-05-04
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2022-05-04 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-02
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2022-02-02 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-25
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2021-10-25 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-23
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2021-07-23 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-22
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2021-04-22 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-25
| Form type | 13F-HR |
| File number | 028-20456 |
| Filing date | 2021-01-25 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUEWEALTH ADVISORS, LLC 401(K) PLAN | 2023 | 465532509 | 2024-06-22 | TRUEWEALTH ADVISORS, LLC | 7 | |||||||||||||
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| TRUEWEALTH ADVISORS, LLC 401(K) PLAN | 2022 | 465532509 | 2023-04-21 | TRUEWEALTH ADVISORS, LLC | 7 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| SKINNER, RAYMOND W | Organizer | 22 INVERNESS CENTER PARKWAY STE 555BIRMINGHAM, AL 35242 |
| MARKS, PAUL B | Organizer | 1395 MOUNTAIN LANEGARDENDALE, AL 35071 |
| Name | Role | Address |
|---|---|---|
| SIMS, LARRY JASON | Member | 1713 TALIAFERRO TRAILMONTGOMERY, AL 36117 |
| MARKS, PAUL B | Member | 1395 MOUNTAIN LANEGARDENDALE, AL 35071 |
| Name | Role | Address |
|---|---|---|
| MARKS, PAUL B | Agent | 1395 MOUNTAIN LANEGARDENDALE, AL 35071 |
Date of last update: 02 Aug 2024
Sources: Alabama Secretary of State
