Truevine Family Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,425,004
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
90
19% 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
90
Very HighAverage account size
$771,389
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
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Options & derivatives strategies
Wealth management
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 location
Truevine Family Wealth
Estero FL, United States
Number of offices
3
Most active in
Truevine Family Wealth 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 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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