Truevine Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,425,004
Clients
90
Advisors
1
of 1 employees
About
TrueVine Family Wealth, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals and high‑net‑worth clients. The firm prepares a written investment policy statement for each client, may select third‑party money managers on a client’s behalf, and advises across a range of vehicles including mutual funds, equities, fixed income, ETFs, real estate funds/REITs, private placements, venture capital, commodities, and options.
The firm’s investment process combines cyclical, fundamental, modern portfolio theory, and quantitative analysis and employs long‑term trading alongside options strategies (including covered and uncovered positions) where appropriate. TrueVine documents client risk tolerances and time horizons in each IPS, generally operates under discretionary authority to implement strategies, and includes financial planning access for portfolio management clients.
Distinctive features include its recent formation (March 2024) and a very small client roster relative to assets under management, which indicates materially higher AUM per client and an emphasis that includes high‑net‑worth relationships despite no stated account minimum. The adviser is also a licensed insurance agent who may receive commissions on insurance products (a disclosed conflict), requires clients to custody assets at Raymond James, and may place assets with third‑party advisers while charging its standard advisory fee in addition to those managers’ fees.
Client services
Expertise
Fee options
Fixed financial planning fees between $500 and $10,000; fixed consulting fees between $15,000 and $500,000
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.45% $10,000,000+: 0.25%
Adviser's representative may accept commissions for sale of insurance products; commissions are not primary compensation
Hourly financial planning and consulting fees between $300 and $600
Fee-only: Financial planning fixed fees between $500 and $10,000; hourly fees between $300 and $600; Consulting fixed fees between $15,000 and $500,000; hourly fees between $300 and $600
Main office
Estero FL, United States
Most active in
Florida
Also doing business as
Truevine Family Wealth · Truevine Family Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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