True Private Wealth Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,592
- Avg AUM / client
- $896K
- Accounts
- 1,592
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,219 | $457M | 32.1% |
| High net worth individuals | 357 | $941M | 65.9% |
| Pension and profit sharing plans | 5 | $2.2M | 0.15% |
| Charitable organizations | 6 | $23.9M | 1.68% |
| Corporations and other businesses | 5 | $2.6M | 0.18% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| First Call 401 K Plan First Call Home Health, Llc | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason David Herber | Chief Financial Officer (Cfo) | Aug 2012 (14y) | ≈ 7.5% – 25% via Jason D. Herber, Inc. | |
| Michael Brett Davis | Chief Executive Officer (Ceo) | Aug 2012 (14y) | ≈ 7.5% – 25% via M Brett Davis Inc. | |
| Stephen Robert Altman | Chief Compliance Officer (Cco), Managing Member | Aug 2012 (14y) | ≈ 7.5% – 25% via Stephen R. Altman, Inc. | |
| Todd Anthony Gescher | Chief Investment Officer (Cio) | Aug 2012 (14y) | ≈ 7.5% – 25% via Todd A. Gescher, Inc | |
| Michael Warren Long | Member | Aug 2014 (12y) | ≈ 0% – 5% via Mike Long Group, Llc | |
| Steven Chester Binns | Member | Dec 2020 (6y) | ≈ 0% – 5% via Steve Binns Group, Llc | |
| Thomas Charles Paterson | Owner | CFP | Sep 2023 (3y) | ≈ 0% – 5% via Tc Paterson Inc. |
| Laughlin, Madison, Elizabeth | Chief Administrative Officer (Cao) | Dec 2023 (3y) | Less than 5% | |
| Joseph Matthew Alstott | Registered representative | Aug 2022 (4y) | ||
| Maria Erzsebet Olsen | Registered representative | Sep 2023 (3y) | ||
| Michael John Barr | Registered representative | Nov 2023 (3y) | ||
| Landon Hale Davis | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M Brett Davis Inc. | Member | Jan 2024 | A | 10% – 25% |
| Stephen R. Altman, Inc. | Member | Jan 2024 | A | 10% – 25% |
| Todd A. Gescher, Inc | Member | Jan 2024 | A | 10% – 25% |
| Jason D. Herber, Inc. | Member | Jan 2024 | A | 10% – 25% |
| Steve Binns Group, Llc | Non Voting Member | Dec 2020 | A | Less than 5% |
| Tc Paterson Inc. | Non Voting Member | Sep 2023 | A | Less than 5% |
| Mike Long Group, Llc | Non Voting Member | Aug 2014 | A | Less than 5% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason David Herber: 75% – 100% of Jason D. Herber, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Michael Brett Davis: 75% – 100% of M Brett Davis Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Stephen Robert Altman: 75% – 100% of Stephen R. Altman, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Todd Anthony Gescher: 75% – 100% of Todd A. Gescher, Inc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Michael Warren Long: 75% – 100% of Mike Long Group, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Steven Chester Binns: 75% – 100% of Steve Binns Group, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Thomas Charles Paterson: 75% – 100% of Tc Paterson Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| First Call 401 K Plan | First Call Home Health, Llc | 141 | $4.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.4B (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗