Waverly Advisors acquires TruWealth Advisors with $3.1B in assets
Metairie, LA · Mandeville, LA
Summary
Waverly Advisors acquired TruWealth Advisors, a greater New Orleans RIA founded in 2020 by Chuck Simmons with $3.1 billion and 31 employees in Metairie and Mandeville, Louisiana, its first Louisiana location; the deal closed April 24.
Sources
1  Wealth Management | Waverly Advisors Creates First New Orleans Area Office With $3.1B Acquisition · April 28, 2026 |
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