True Wealth Design, LLC
● SEC registered since 2018CRD 143194SEC# 801-113277Akron, OH
Reg. AUM
$494M
Employees
12
Accounts
1,295
Location
Akron, OH
True Wealth Design, LLC assets under management
True Wealth Design, LLC operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2018. It reports $494 million in regulatory assets under management and employs 12 people.
True Wealth Design, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Winfield Seil | Member, Partner, Cco | Under 5% | 2023 |
| Jonathan Tyler Emrick | Member & Partner | 5-10% | 2023 |
| Kevin Keith Kroskey Control | Managing Partner | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does True Wealth Design, LLC manage?
True Wealth Design, LLC reports $494 million in regulatory assets under management on its Form ADV.
How many employees does True Wealth Design, LLC have?
True Wealth Design, LLC reports 12 employees.
Where is True Wealth Design, LLC located?
True Wealth Design, LLC is based in Akron, OH and has been SEC-registered since 2018.
Does True Wealth Design, LLC disclose fund performance?
True Wealth Design, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Ghent Road, Suite 100, Akron, OH 44333 |
| Phone | (330) 777-0688 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$494M▼ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$494Mregulatory AUM
Discretionary $494M