# True Private Wealth Advisors, LLC
Source: https://planprovider.pro/provider/true-private-wealth-advisors-llc

> True Private Wealth Advisors, LLC is an SEC-registered investment advisor that works with retirement plan sponsors as a plan advisor and provides 3(21) fiduc…

Retirement Plan Advisor

Salem, OR

## About True Private Wealth Advisors, LLC

<p>True Private Wealth Advisors, LLC is an SEC-registered investment advisor that works with retirement plan sponsors as a <a href="/plan-advisors">plan advisor</a> and provides 3(21) fiduciary services. The firm uses an open-architecture approach, which means recommendations are not limited to a proprietary product lineup.</p>

<p>Headquartered in Salem in Oregon’s Willamette Valley, with another office in nearby McMinnville, True Private Wealth Advisors serves plan clients across the Salem–Portland corridor and the broader Pacific Northwest. The firm also supports independent financial advisors who want an RIA platform that allows them to run their practices without proprietary system constraints.</p>

<p>True Private Wealth Advisors reports $1.3B in assets under management (2026). A practical differentiator is its emphasis on advisor independence paired with a structure designed to keep plan advice objective and transparent.</p>

<ul>
<li>3(21) fiduciary plan consulting</li>
<li>Open-architecture investment selection</li>
<li>Support for independent advisors operating under an SEC-registered RIA</li>
<li>Wealth management and advisory services</li>
</ul>

Website: [https://www.truepwa.com/](https://www.truepwa.com/)

## Office Locations

- Salem, OR (Headquarters)

- McMinnville, OR

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.3B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| FIRST CALL 401K PLAN|
FIRST CALL HOME HEALTH, LLC, OR|
$5M|
141|

## Team Members

- **Brett Davis**, Partner / CEO

- **Steve Altman**, Partner / CCo

- **Todd Gescher**, Partner / CIO

- **Jason Herber**, Partner / CFO

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