True Wealth Advisory Group, Llc
- Regulatory AUM
- $240M
- Discretionary
- $239M
- Clients
- 102
- Avg AUM / client
- $2.4M
- Accounts
- 260
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 60 | $87.1M | 36.3% |
| Corporations and other businesses | 33 | $102M | 42.7% |
| Other | 9 | $50.6M | 21.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marc Howard Shachtman | Owner | Oct 2019 (7y) | ≈ 56.25% – 100% via Twag Holdings, Inc. | |
| Monica Amalia Izquierdo | Chief Operating Officer | Nov 2019 (7y) | Less than 5% | |
| Casella, Giselle | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Christopher Aranalde | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Twag Holdings, Inc. | Holding Company | Oct 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marc Howard Shachtman: 75% – 100% of Twag Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 986 KB | 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
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $156M (65% of AUM) Mar 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗