Truesdell Wealth, INC.

Public-record details

Address

200 N.w. 52nd Ave., Ocala, FL 34482

Phone

(212) 433-2525

Listed under

Hourly fees, Flat / fixed fees

CRD number

167112

Registration

State registered: FL, IA, IN, MA, MI, MN, NY, OH

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$5.0 million

Accounts managed

77

Clients reported (Form ADV 5.D)

54

Individual / high-net-worth clients

45 / 9

Employees

4

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-23

State registered (FL, IA, IN…) investment adviser, CRD 167112, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 167112 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.