TRUE WEALTH DESIGN, LLC

AKRON, Ohio·3 registered advisors·CRD# 143194
SEC# 801-1132777(330) 777-0688
01

Firm Overview

AUM
$561M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRUE WEALTH DESIGN, LLC

3 registered advisors
Aaron Winfield Seil
AKRON, Ohio
Jonathan Tyler Emrick
AKRON, Ohio
Kevin Keith Kroskey
AKRON, Ohio
05

Office Locations

AKRON, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. TRUE WEALTH DESIGN, LLC (CRD# 143194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.