True Private Wealth Advisors, LLC

Paracorp Incorporated Registered Agent	8130 SW BEAVERTON HILLSDALE HWY, PORTLAND, OR 97225 (Mailing) (View Past Addresses)
Jason Herber Manager	388 STATE ST STE 1000, SALEM, OR 97301
Brett Davis Manager	388 STATE ST STE 1000, SALEM, OR 97301
Todd Gescher Manager	388 STATE ST STE 1000, SALEM, OR 97301
Steve Altman Manager	388 STATE ST STE 1000, SALEM, OR 97301

388 STATE ST STE 1000, SALEM, OR 97301 View Map

Form 5500

1781 Liberty ST SE Suite 200, Salem, Or 97302 (503) 400-3311 EIN:90-0883669 Plan Admin:Todd Gescher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY16 / 57 Assets BOY/EOY$5,038,041 / $6,774,409	2023	TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001	16 / 57	$5,038,041 / $6,774,409
2022	Plan NameTRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$5,884,628 / $5,038,041	2022	TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001	18 / 17	$5,884,628 / $5,038,041
2021	Plan NameTRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$4,678,779 / $5,884,628	2021	TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001	17 / 18	$4,678,779 / $5,884,628
2020	Plan NameTRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 17 Assets BOY/EOY$4,284,048 / $4,678,779	2020	TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001	20 / 17	$4,284,048 / $4,678,779
2019	Plan NameTRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$2,626,834 / $4,284,048	2019	TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001	17 / 20	$2,626,834 / $4,284,048

Benefit & Retirement Plans based on Form 5500.

PPP Loans

388 STATE ST Suite 1000, SALEM, OR 97301-3389

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$212,000 Forgiven$214,358 LenderBayFirst National Bank Jobs8	04/09/2020	$212,000	$214,358	BayFirst National Bank	8

PPP Loans based on Paycheck Protection Program.

Address Match:388 State St Salem, OR

1781 Liberty, LLC Registered in Oregon	Salem, OR	View Report
Kristin Lamont, Attorney At Law P.C. Registered in Oregon	Salem, OR	View Report
Redding Altman, LLC Registered in Oregon	Salem, OR	View Report
A New Origin, LLC Registered in Oregon	Salem, OR	View Report
Bruce W. Williams, P.C. Registered in Oregon	Salem, OR	View Report
Busycogs Inc. Registered in Oregon	Salem, OR	View Report
Caesitas Incorporated Registered in Oregon	Salem, OR	View Report
Cherry Investments LLC Registered in Oregon	Salem, OR	View Report
Cns Equity Partners or 300, LLC Registered in Oregon	Salem, OR	View Report
Decadent Dries Registered in Oregon	Salem, OR	View Report
Escapetech LLC. Registered in Oregon	Salem, OR	View Report
Founders Team Inc. Registered in Oregon	Salem, OR	View Report
Ginger G. Mooney P.C. Registered in Oregon	Salem, OR	View Report
Griffin Accounting & Consulting, LLC Registered in Oregon	Salem, OR	View Report
International Exteriors, LTD. Registered in Oregon	Salem, OR	View Report
Janus Inc. Registered in Oregon	Salem, OR	View Report
Marcia Martin & Associates, LLC Registered in Oregon	Salem, OR	View Report
Remico Alin LLC Registered in Oregon	Salem, OR	View Report
S2f Holdings, LLC Registered in Oregon	Salem, OR	View Report
The Templeton Building, LLC Registered in Oregon	Salem, OR	View Report

Address Match:388 State St Ste 1000 Salem, OR

Jason D. Herber, Inc. Registered in Oregon	Salem, OR	View Report
M. Brett Davis, Inc. Registered in Oregon	Salem, OR	View Report
Mike Long, LLC Registered in Oregon	Salem, OR	View Report
Rolling D Ranch LLC Registered in Oregon	Salem, OR	View Report
Stephen R. Altman, Inc. Registered in Oregon	Salem, OR	View Report
The Davis Altman Group, LLC Registered in Oregon	Salem, OR	View Report
Todd A. Gescher, Inc. Registered in Oregon	Salem, OR	View Report
Charles D. Burt, P.C. Registered in Oregon	Salem, OR	View Report
John Martin, LLC Registered in Oregon	Salem, OR	View Report
Koletar/Altman Investments LLC Registered in Oregon	Salem, OR	View Report
The Gescher Herber Group, LLC Registered in Oregon	Salem, OR	View Report

Person/City Match:Jason Herber - Salem, OR

Kj Herber Investments, LLC Registered in Oregon	Salem, OR	View Report
Kj Squared LLC Registered in Oregon	Redmond, OR Salem, OR	View Report
Lsyb Registered in Oregon	Salem, OR	View Report

Person/City Match:Brett Davis - Salem, OR

Rockwell Financial, Inc. Registered in Oregon	San Diego, CA		View Report

Person/City Match:Steve Altman - Salem, OR

Mini Pad, LLC Registered in Oregon	Salem, OR		View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary