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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does True Private Wealth Advisors have?","answer":"True Private Wealth Advisors has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does True Private Wealth Advisors invest in?","answer":"At the end of its last fiscal year, True Private Wealth Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 10% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns True Private Wealth Advisors?","answer":"True Private Wealth Advisors is owned through a holding company by Thomas Paterson. 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