Trueline Wealth Group, LLC
● SEC registered since 2026CRD 342570SEC# 801-136451Hattiesburg, MS
Reg. AUM
$170.1M
Employees
3
Accounts
341
Location
Hattiesburg, MS
About Trueline Wealth Group
TrueLine Wealth Group provides independent financial planning and wealth management for individuals, families, business owners, and professionals. Its process is presented as long-term guidance rooted in trust, clear communication, and coordinated advice.
Summary based on the firm’s website.
Trueline Wealth Group, LLC assets under management
Trueline Wealth Group, LLC operates as an SEC-registered investment adviser based in Hattiesburg, MS. The firm has been registered since 2026. It reports $170.1 million in regulatory assets under management and employs 3 people.
Trueline Wealth Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Troy Bondurant Control | Investment Advisor Representative | 50-75% | 2026 |
| Erin Majure Willcutt Control | Chief Compliance Officer | Under 5% | 2026 |
| Marc R Maddox Control | Owner | 50-75% | 2026 |
Frequently asked questions
How much does Trueline Wealth Group, LLC manage?
Trueline Wealth Group, LLC reports $170.1 million in regulatory assets under management on its Form ADV.
How many employees does Trueline Wealth Group, LLC have?
Trueline Wealth Group, LLC reports 3 employees.
Where is Trueline Wealth Group, LLC located?
Trueline Wealth Group, LLC is based in Hattiesburg, MS and has been SEC-registered since 2026.
Does Trueline Wealth Group, LLC disclose fund performance?
Trueline Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 34 Millbranch Rd., Suite 100a, Hattiesburg, MS 39402 |
| Phone | 601-255-5457 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$170.1Mregulatory AUM
Discretionary $170.1M