True Life Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,763,919
Clients
87
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$445,562
About
The firm provides investment advisory and financial planning services to individual clients, including high‑net‑worth individuals, with ongoing portfolio management and one‑time or periodic financial plans. It also offers a subscription newsletter to clients and includes advice or access to insurance products, including annuities, as part of its service mix.
Investment programs are tailored through an Investment Policy Statement that documents goals, time horizon, and risk tolerance, and the adviser generally seeks discretionary authority to implement model allocations and execute trades. The firm uses a broad set of analytical methods—charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory—and pursues a long‑term trading approach with regular monitoring and quarterly reporting.
Distinctive features noted in the brochure include a client newsletter that is provided at no extra charge and may include specific buy/sell recommendations, a practice that is uncommon among small independent advisers. The firm’s principal is a licensed insurance agent who may offer commissionable insurance products (creating a disclosed conflict of interest), and the firm requires clients to custody assets at a particular institutional broker‑dealer through which it receives advisor program benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Wealth management
Real estate investing
Annuities
Private / alternative investments
Fee options
$1,500 to $10,000 fixed fee for financial planning
1.00% annually
$300 to $500 per hour
Included with other advisory services; no additional fee
Main office location
True Life Wealth Management, LLC
601 S Harbour Island Blvd, Suite 109
Tampa FL 33602, United States
Number of offices
1
Most active in
True Life Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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