True Wealth Design, LLC
True Wealth Design, LLC is an SEC-registered wealth manager in Akron, OH with $494.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns True Wealth Design, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143194, SEC 801-113277, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $494.0M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Akron, OH
- Employees
- 12
- Clients
- 366
- CRD
- 143194
- Ownership
- KROSKEY, KEVIN, KEITH; EMRICK, JONATHAN, TYLER; SEIL, AARON, WINFIELD; TRUE WEALTH HOLDINGS, LLC; Kroskey, Kevin, Keith
How much AUM does True Wealth Design, LLC have?
True Wealth Design, LLC reported $494.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns True Wealth Design, LLC?
Disclosed owners and executives of True Wealth Design, LLC include KROSKEY, KEVIN, KEITH, EMRICK, JONATHAN, TYLER, SEIL, AARON, WINFIELD, TRUE WEALTH HOLDINGS, LLC, Kroskey, Kevin, Keith. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.