Christopher
Hitzman

Truwealth Advisors, LLC

CRD#4288522
Investment Advisor
in Mandeville, LA

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About this Advisor

Christopher Hitzman is a financial advisor based in Mandeville, Louisiana, working with Truwealth Advisors, LLC. Christopher has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, and Truwealth Advisors, LLC. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Christopher is part of Truwealth Advisors, LLC, which operates out of Mandeville, Louisiana. The firm has 1 office and 34 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Truwealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

173 Dalwill Drive
Mandeville, LA 70471

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Truwealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,106,194,250

LA Average: $486,181,852
Total Number of Employees

34

LA Average: 13
Total Number of Accounts

6,613

LA Average: 722
Average Account Size

$318,493

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Hitzman Work History

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Truwealth Advisors, LLC

2014 - 2020 (6 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Christopher Hitzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truwealth Advisors, LLC

Matthew Rodrigue
Metairie, LA
Christopher Hitzman
Mandeville, LA
Jackson Young
Metairie, LA
Megan Ulmer
Metairie, LA
Garrett Ulmer
Metairie, LA
Katy Hane
Metairie, LA
Joan Cox
Metairie, LA
David Mire
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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