At TrueWealth, LLC, 100 percent of employees say their workplace is great.



This review is based on 25 employee surveys, with a 90% confidence level and a margin of error of ± 4.56. It was published on Jun 6, 2017. 9350 Visitors

What Employees Say

I'm proud to tell others I work here.
People celebrate special events around here.
People care about each other here.
Management is honest and ethical in its business practices.
People here are willing to give extra to get the job done.

What They Do

We asked TrueWealth, LLC to explain what they do. Here is what they had to say.

We provide independent wealth management services to individuals and families. Our wealth advisers are known for combining informed expertise with a highly personalized experience to help our clients meet their financial—and life—goals.

About this Company

Website: Industry: Financial Services & Insurance
US Headquarters: Atlanta, Georgia, 30326 US Sites: 1
Major Locations: Atlanta, Georgia, 30326 US Employees: 27
Corporate Structure: Private Founded: 1999

TrueWealth Group Photo

Perks and Programs

We asked TrueWealth, LLC to share a few programs they feel really capture what's unique about their workplace. Here is what they had to say.

  • TrueWealth Advisor-Track Program: Because we often employ recent graduates, we offer a descriptive and meaningful career path plan; we want our client service associates to eventually become wealth advisors.
  • TrueWealth University (TWU: We offer a structured training program from day one; TWU spans from our new hires to our seasoned wealth advisors.
  • Teamphoria: TrueWealth has implemented Teamphoria, an employee engagement software program, which allows employees to praise one another as well as give or request real-time feedback. Additionally, you can create and track your individual goals within the system.
  • Coaching Program: New Hires are immediately paired with a coach; the coach uses goal-setting, a feedback and praise system, along with scorecards, to help his or her coachee to reach his or her goals.
  • Wellness Program: TrueWealth offers its employees a Wellness program; each employee has the option to get a Flex FitBit (or upgrade to a different type by paying for the difference) to track his or her steps as well as compete against one another in FitBit challenges. Also, we are currently participating in a group fitness challenge through FixHealth's A Step Ahead: Zombies: Since our company is relatively small, we have joined up with other small companies and are currently running for our lives:
  • Fully Paid Health Benefits: TrueWealth pays 100% for employee health benefits.
  • Free Parking: TrueWealth pays for employee parking. If you take public transportation, the company will also pay for your commuter pass.
  • Onsite Gym: TrueWealth has free access to an onsite gym.
  • Elevating Desks: TrueWealth provides elevating desks for all employees, so they can stand while they work.
  • Tuition Reimbursement: TrueWealth provides tuition reimbursement for graduate programs, CFP review courses, and CFP exam.


$56,094 Average salary and additional cash compensation for Client Service Associate $177,625 Average salary and additional cash compensation for Wealth Manager
100% Company-paid health coverage for employees $3,220 Average Tuition Reimbursement
Pink Women's Luncheon


32 days Paid time off after one year of full-time employment 32 Days Paid time off as of first day of full-time employment


  • Flexible schedule (41% use it)
  • Telecommute option (26% use it)
  • Onsite Amenities (Elevated desks | Free drinks | Onsite gym | Fitness classes | Dry cleaning | Three onsite restaurants: F&B Atlanta, TOMO, & ToGo Bistro | Monthly Happy Hours | Impromptu Beer Fridays)


60 days Job-protected maternity leave (including FMLA/STD) 60 days Job-protected paternity leave (including FMLA)
60 days Job-protected parental leave for adoptive parents (including FMLA)*


  • Lactation room(s)
  • Paid sick leave to care for a child or relative


  • Mental health care
  • Alternative treatments (such as acupuncture, homeopathy, or chiropractic)

Community and Environmental Impact

$3,425 Philanthropic donations in last year Yes Recycling program


  • Written policy prohibits discrimination based on (at a minimum) age, disability, race/ethnicity, religious beliefs, gender and sexual orientation
  • Non-birth parents in same-sex relationships can take parental leave

Leadership Diversity


Workforce Diversity

Color Run


Great Inflatable Race

How to Get Hired

We asked TrueWealth, LLC for some inside information on how to get hired at the organization. Here is what they had to say.

What key characteristics tell you a prospective employee will be a great fit for your company?

We seek entry-level candidates for our advisor-track Client Service Associate openings. Successful employees will be polished self-starters with excellent communication skills and a solid command of technology. All positions demand a strong client service orientation, an acute attention to detail and the ability to handle confidential and sensitive information with discretion.The fast pace of our office requires team members to possess self-confidence, a positive attitude, flexibility and an ability to continuously manage multiple priorities and tasks. All employees must also actively apply TrueWealth's Core Values - Integrity, Excellence, Caring, Optimism, Balance, Accountability - to all aspects of their job.

What can prospective employees do to get your attention?

We hire entry-level staff with the intention of training and coaching them to become wealth advisors down the road, so show us that you are passionate about financial planning! How do you show us?
->Join a student association connected with financial planning at your University, such as Financial Planning
-> Find an internship at financial planning firm.
-> Attend financial planning events/conferences/workshops.
->Research the industry.

Are there any positions or types of candidates you are particularly focused on hiring in this coming year?

We seek entry-level candidates for our advisor-track Client Service Associate (CSA) positions. Typically, we hire in
March for our June CSA openings and September for our January CSA openings.

What should interested candidates do to find out more and get started?

To learn more about TrueWealth, go to our website, You can apply for any openings directly on our
career page at or by sending a cover letter and resume to

hiring Outlook

2 Forecasted positions to fill in coming year 13% Job Growth
99 Total job applicants 2% Openings filled by current employees
3 Recent graduates hired
* All figures refer to 12-month period prior to reporting, unless otherwise noted.

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