# TrueWealth Advisors LLC

> Secure client portal for viewing account valuation, performance, and activity. (iPhone/iPad app by TrueWealth Advisors LLC.)

- Source: https://appshunter.io/ios/app/truewealth-advisors-llc/id1500658785 (this page in markdown: same URL + `.md`)
- Developer: [TrueWealth Advisors LLC](https://appshunter.io/developer/1500658784)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 54 MB
- Languages: English
- Released: 2020-02-26
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/truewealth-advisors-llc/id1500658785/reviews.md

## What is TrueWealth Advisors LLC?

This app allows TrueWealth clients to view account valuation, performance, and activity in a secure and simple interface.

## Key features

- View account valuation
- Track performance
- Review account activity
- Secure interface
- Simple user experience


## Frequently asked questions about TrueWealth Advisors LLC

### What can I do with TrueWealth Advisors LLC?

TrueWealth Advisors LLC allows clients to view their account valuation, track investment performance, and review account activity. The interface is designed to be secure and simple for easy monitoring of your financial accounts.

### Is TrueWealth Advisors LLC free to use?

Yes, TrueWealth Advisors LLC is available for free. There are no in-app purchases or subscription fees associated with using the application.

### What devices support TrueWealth Advisors LLC?

TrueWealth Advisors LLC is supported on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating systems.

### How secure is TrueWealth Advisors LLC?

The app is described as having a secure interface, indicating that measures are in place to protect client financial data. Users can expect a safe environment for accessing their account information.

### When was TrueWealth Advisors LLC last updated?

The latest version of TrueWealth Advisors LLC was updated on May 30, 2025. This indicates regular maintenance and potential feature enhancements.

### What is the user rating for TrueWealth Advisors LLC?

TrueWealth Advisors LLC has a perfect rating of 5.0 stars based on one review. This suggests a highly positive initial user experience.

### Does TrueWealth Advisors LLC have ads?

No, TrueWealth Advisors LLC does not contain advertisements. The app is ad-free, providing an uninterrupted experience for clients.

### What is the age rating for TrueWealth Advisors LLC?

TrueWealth Advisors LLC has an age rating of 4+. This means it is suitable for children aged 4 and older, with no mature content.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-30

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-12

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*