TrueAdvisor
TrueAdvisor
MW
CFA
MW
CFA

Margaret Champagne Wright

Tru Independence Asset Management, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Tru Independence Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

303 Peachtree St, Ne, Fl 15, Atlanta, GA, 30308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tru Independence Asset Management, LLC
November 2025 - Present · 3 mos
Previous Registrations
Truist Investment Services, INC.Broker
April 2021 - August 2025 · 4 yrs 4 mos
Truist Advisory Services, INC.
June 2016 - August 2025 · 9 yrs 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.