Truepoint Wealth Counsel is a wealth manager based in Cincinnati, United States, founded in 1990. Verified contact details, AUM data, and investment preferences on FindLPs.
Truepoint Wealth Counsel is a wealth management firm based in Cincinnati, Ohio. Established in 1990, the firm provides services such as investment management, institutional investing tax accounting, financial planning, estate planning, and family business advisory. It also offers family office services. Truepoint offers tailored solutions for wealthy families with investable assets of $20 million or more.
Investment types: Joint Venture/Partner, Venture Capital, Private Equity, Investment Funds
Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investment Management, ETFs, Debt Management Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 9999 Carver Road\nCincinnati\nOhio\n45242\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.