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TRUE WEALTH DESIGN, LLC
CRD 143194 · SEC 801-113277
700 GHENT ROAD, SUITE 100, AKRON, OH, 44333, United States
Phone
(330) 777-0688
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.0M
Discretionary AUM
$494.0M
Team
12 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $94.3M |
| High net worth individuals | 162 | $391.5M |
| Pension/profit sharing plans | 6 | $8.2M |
States served
LA, NC, OH, PA, PR, TX, FL
All web addresses on file
- https://www.truewealthdesign.com/
- https://www.facebook.com/TrueWealthDesign/
- https://www.linkedin.com/company/true-wealth-design/
- https://retiresmarter.podbean.com/
- https://www.youtube.com/c/TrueWealthDesignAkron
- https://x.com/TrueWealthPro
- https://truewealthaccounting.com
- https://www.linkedin.com/in/kevinkroskey/
Official SEC filing: View on IAPD