Kahlilah K. Dowe

TRUEWEALTH SOLUTIONS

Radnor, PA 19087

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CRD#: 5266363

Professional summary

Kahlilah K Dowe, CFP®, who also goes by Kahilah Dowe, Kahlilah K Dowe Mrs., Kahlilah K Gallishaw, is a registered financial advisor currently at TRUEWEALTH SOLUTIONS located in Radnor, Pennsylvania.

Kahlilah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kahlilah has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kahilah Dowe | Kahlilah K Dowe Mrs. | Kahlilah K Gallishaw

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Kahlilah Dowe owns rental properties (there is no formal business name), this activity is not investment related. The address is 727 Wildell Road, Drexell Hill, PA 19026. This started in January 2018 and Kahlilah Dowe spends approximately 3-6 hours per month on this activity, none of which occur during securities trading hours. The duties include collecting rent and preparing tax information, repairs, and inspections.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kahlilah K Dowe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

August 18, 2025 - Present

TRUEWEALTH SOLUTIONS

Office #1: 201 King Of Prussia Road, Radnor, PA 19087

RIA

CRD#: 327036

Radnor, PA

Past

July 11, 2023 - December 31, 2024

TRUEWEALTH SOLUTIONS

RIA

CRD#: 327036

RADNOR, PA

Past

April 5, 2010 - April 25, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

January 5, 2007 - April 25, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/1/2025)

IAR

Pennsylvania
(8/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/12/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/4/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUEWEALTH SOLUTIONS

TRUEWEALTH SOLUTIONS | TRUEWEALTH SOLUTIONS, LLC

CRD#: 327036 / SEC#:

California

Registered Investment Advisory firm - (10/1/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/18/2025 Approved)

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Contact information

Main Address

201 King Of Prussia Road, Radnor, PA 19087

Mailing Address

Phone number

(718) 710-5651

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kahlilah K. Dowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kahlilah K Dowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEWEALTH SOLUTIONS

TRUEWEALTH SOLUTIONS

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 1/12/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2008

Series 6

Date: 1/4/2007

Current Firm

TRUEWEALTH SOLUTIONS

Contact information

Documents

Red Flags

Company Information

TRUEWEALTH SOLUTIONS

TRUST BUT VERIFY

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