Dakota
Dakota
Book a Demo
Talk to an Expert

Waverly Advisors - New Orleans, LA

EST. AUM
$3,050,543,843

CONTACTS
11

CLIENT ACCOUNTS
7,629

Firm Details

Metro area New Orleans
CRD Number 306876
Website waverly-advisors.com
Client types

Overview

TruWealth Advisor was acquired by Waverly Advisors in April, 2026. The firm now operates as a Waverly Advisors team in New Orleans, LA.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy