TrueWealth Employee Directory

TrueWealth corporate office is located in 3630 Peachtree Rd NE Ste 300, Atlanta, Georgia, 30326, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Operations

Finance

Key Employees of TrueWealth

BM
Becky Muhlbaue...
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

TrueWealth Global Presence

Location	People at location
North America	1-10
Asia	1-10
Australia	1-10

Index of contact profiles from TrueWealth

Hundreds of professionals searching for TrueWealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JE
John Edgar
Email Direct
Principal Owner
United States , Georgia , Atlanta

CL
Carson Lake
Email Direct
Intern for A Day
United States , Georgia , Atlanta

BM
Becky Muhlbauer
Email Direct
Office Manager
United States , Georgia , Atlanta

SM
Shiju Meledath
Email Direct
Account Manager
United States , Georgia , Atlanta

NG
Natalie Gough
Email Direct
Front Desk Coordinator
United States , Georgia , Atlanta

Former Employees at TrueWealth

Explore people who held key positions, contributed to TrueWealth's success, and advanced their careers.

Meredith Russell Michael

Senior HR Business Par... at Focus Partners

Worked as Manager, Operations

at TrueWealth (2019-2020)

Direct

Wade Buffington

Senior Wealth Advisor at Focus Partners

Worked as Financial Planner

at TrueWealth (2019-2020)

Direct

Michael Maiorano

Market Leader (Atlanta... at Baker Tilly

Worked as Chief Executive Officer & President

at TrueWealth (2014-2018)

Direct

Mask Content

Wealth Advisor at Focus Partners

Worked as Financial Planner

at TrueWealth (2019-2020)

Direct

Mask Content

Partner, Managing Dire... at Creative Planning

Worked as Principal and Owner

at TrueWealth (2001-2020)

Direct

Mask Content

Partner and Wealth Man... at Creative Planning

Worked as Wealth Advisor

at TrueWealth (2015-2020)

Direct

Explore More

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Frequently Asked Questions Regarding TrueWealth Employees

How many employees does TrueWealth have?

TrueWealth has 11-50 employees

Who are TrueWealth key employees?

Some of TrueWealth key employees are Becky Muhlbauer

Where is TrueWealth located?

TrueWealth’s headquarters are located at 3630 Peachtree Rd NE Ste 300, Atlanta, Georgia, 30326, United States

How do I contact TrueWealth?

TrueWealth Contact Info: Phone number: (404) 487-0500 Website: www.truewealth.com

What does TrueWealth do?

TrueWealth provides independent wealth management services to individuals and families and serves the specific needs of corporate executives, women, and retirees. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial-and l... Read More

Is TrueWealth a public company?

TrueWealth is private company therefore does not currently have an official ticker symbol

See more information about TrueWealth Employees