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True Wealth Design, LLC

Headquartered in AKRON, OH

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Firm Information

True Wealth Design, LLC is an investment advisory firm based in Akron, OH. The firm provides financial planning, pension consulting, and educational seminars. They specialize in portfolio management for individuals and have approximately $561,078,167 in assets under management. Their client base consists of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. True Wealth Design, LLC has been registered with the SEC since 2021 and is a member of the National Association of Personal Financial Advisors (NAPFA).

True Wealth Design, LLC

700 GHENT ROAD

AKRON, OH 44333

$561.08M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

TRUE WEALTH DESIGN, LLC has a total of 6 branch locations across the country.
location

CANONSBURG, PA

location

AKRON, OH

location

HUMACAO, PR

location

SEWICKLEY, PA

location

BAY VILLAGE, OH

location

HUDSON, OH

Advisors at True Wealth Design, LLC

View All 7 Advisors
Unclaimed
Kevin Keith Kroskey

CFP®, RA

AKRON, OH

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Unclaimed
Tiffany M. Broomfield

RA

SEWICKLEY, PA

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Aaron Winfield Seil

CFA®, RA

AKRON, OH

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Unclaimed
Audrey Elaine Petrus

CFP®, RA

SEWICKLEY, PA

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Unclaimed
Jonathan Tyler Emrick

CFP®, CFA®, RA

AKRON, OH

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Disclosures

There are no public disclosures for True Wealth Design, LLC.

Frequently Asked Questions (7)

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