SourcingSourcing

TRUMAN WEALTH ADVISORS LLC

B55
CRD 334752·SEC 801-132042·COLUMBIA, MO
AUM
$106.0M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$318K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUMAN WEALTH ADVISORS LLC
CRD
334752
SEC file #
801-132042
EIN
—
DBA names
Truman Wealth Advisors

Economics

AUM
$106.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$142.1M → $106.0M▼ -25%
Client mix
Individuals Other74
Individuals High Net Worth22
Charitable Organizations1
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
COLUMBIA MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
trumanwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
McCubbin, Melinda, Jean
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
McCubbin, Melinda, Jean
OSTHUS, ELLEN, KATHERINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUMANWEALTHADVISORS.COM
Rdap Domain Creation Date
2018-03-07T15:15:51Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1967
Soi Zip Pct 200k Plus
0.0662
Soi Zip Returns 200k Plus
1,090
Soi Zip Total AGI
1,595,260
Fdic Zip Total Deposits
55,631,771,000
Fdic Zip Branch Count
625
Fdic Zip Top Banks
The Boone County National Bank of Columbia
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Commerce Bank, National AssociationColumbia, MO
Commerce Bank, National AssociationColumbia, MO
Fdic Zip HHI
971.55
Fdic Zip Top Bank Share Pct
19.1
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-07T15:15:51Z
Rdap Domain Last Changed
2026-02-04T18:27:46Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI68,565
Returns5,620
Stub 2
AGI152,861
Returns4,180
Stub 3
AGI130,866
Returns2,150
Soi Zip Total Business Income
31,603
Soi Zip Total Cap Gains
259,179
Soi Zip Total Dividends
42,712
Soi Zip Total Returns
16,470
Top Owner CRD
6926049
Trust Company Affiliate
No

People (3)

3
McCubbin, Melinda, Jean
IAR · Direct Owner · 87.5%
6926049
OSTHUS, ELLEN, KATHERINE
IAR · Executive Officer · 2.5%
5841237
MARIA TERESA HERNANDEZ HUERTA
IAR
6962299