Unclaimed Profile

Aaron Winfield Seil

TRUE WEALTH DESIGN, LLC·AKRON, Ohio

Series 7, Series 9, Series 10, Series 63Clean record7 years registeredTRUE WEALTH DESIGN, LLC

700 GHENT ROAD, AKRON, OH 44333CRD# 3182416Firm CRD# 143194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Winfield Seil · AKRON, OH

Registration

CRD #3182416 · TRUE WEALTH DESIGN, LLC · 7 years registered

Brand Profile

Not yet started

Career History

TRUE WEALTH DESIGN, LLC

Apr 2021 – present

SEIL WEALTH MANAGEMENT, LLC

Nov 2020 – Oct 2021

HUDSON, OH

RUGGAARD & ASSOCIATES, INC.

Aug 2018 – Oct 2020

TWINSBURG, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · August 31, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE WEALTH DESIGN, LLC

CRD 143194 · SEC 801-113277

AUM

$561M

Regulatory assets under management

Employees

1,537 client accounts

Services offered by TRUE WEALTH DESIGN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUE WEALTH DESIGN, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Winfield Seil offer?

Aaron Winfield Seil specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.

What are Aaron Winfield Seil's credentials?

Aaron Winfield Seil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Winfield Seil located?

Aaron Winfield Seil is based in AKRON, Ohio, working with TRUE WEALTH DESIGN, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Aaron Winfield Seil charge for services?

Aaron Winfield Seil's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE WEALTH DESIGN, LLC?

TRUE WEALTH DESIGN, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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