True Wealth Design, LLC

CRD 143194 · Akron, OH · $494.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 143194
SEC number: 801-113277
Firm type: RIA
Assets under management: $494.0M as of May 26, 2026
Website: www.facebook.com/TrueWealthDesign ↗
Phone: (330) 777-0688
Address: 700 Ghent Road, Akron, OH, 44333

Advisors at this firm

8 in our index · page 1 of 1

Tiffany M. BroomfieldCRD 6488841 · Canfield, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Elizabeth Gray CaldwellCRD 4551635 · Newark, OH

IA Registered
Jonathan Tyler EmrickCRD 5331629 · Akron, OH

IA RegisteredRegistration inactive
Kevin Keith KroskeyCRD 5288710 · Akron, OH

IA Registered

Disclosure event(s) on record
Audrey Elaine PetrusCRD 7065355 · Sewickley, PA

IA Registered
Johnathan Wade RobertsCRD 7273611 · Akron, OH

IA RegisteredRegistration inactive
Aaron Winfield SeilCRD 3182416 · Akron, OH

IA Registered
Amanda Erin TottenCRD 6565420 · Akron, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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