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TRUE WEALTH ADVISORY GROUP, LLC

C32
CRD 306523·SEC 801-123140·MIAMI, FL
AUM
$240.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$720K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUE WEALTH ADVISORY GROUP, LLC
CRD
306523
SEC file #
801-123140
EIN
—
DBA names
True Wealth Advisory Group

Economics

AUM
$240.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$139.8M → $240.1M▲ +72%
Client mix
Individuals High Net Worth60
Corporations33
Other9

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/in/monica-izquierdo-a112405(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TWAG HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TWAG HOLDINGS, INC.
IZQUIERDO, MONICA, AMALIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:true.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
IZQUIERDO, MONICA, AMALIA
IAR · Executive Officer · 2.5%
4841526
SHACHTMAN, MARC, HOWARD
IAR · Executive Officer · 2.5%
4548044
CASELLA, GISELLE
Executive Officer · 2.5%
4998512
Christopher Aranalde
IAR
7137739