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True Wealth Design, LLC

● SEC registered since 2018CRD 143194SEC# 801-113277Akron, OH
Export (members)
Reg. AUM
$424.8M
Employees
9
Accounts
1,264
Location
Akron, OH

True Wealth Design, LLC assets under management

True Wealth Design, LLC operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2018. It reports $424.8 million in regulatory assets under management and employs 9 people.
www.facebook.com/truewealthdesignView on SEC.gov ↗

True Wealth Design, LLC owners & executives

5 reported
NameTitleOwnershipSince
Aaron Winfield SeilMember & PartnerUnder 5%2023
Jonathan Tyler EmrickMember & Partner5-10%2023
Kevin Keith Kroskey ControlManaging Partner, CcoUnder 5%2005
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Frequently asked questions

How much does True Wealth Design, LLC manage?

True Wealth Design, LLC reports $424.8 million in regulatory assets under management on its Form ADV.

How many employees does True Wealth Design, LLC have?

True Wealth Design, LLC reports 9 employees.

Where is True Wealth Design, LLC located?

True Wealth Design, LLC is based in Akron, OH and has been SEC-registered since 2018.

Does True Wealth Design, LLC disclose fund performance?

True Wealth Design, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address700 Ghent Road, Suite 100, Akron, OH 44333
Phone(330) 777-0688
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$424.8M
Non-discretionary$0
Total (RAUM)$424.8M