700 Ghent Road
Suite 100
Akron, Ohio 44333
Tel: (330) 777-0688
TRUE WEALTH DESIGN, LLC, formally registered with the SEC as TRUE WEALTH DESIGN, LLC. The firm was established in 05/21/2018. They have over 7 offices throughout the country.
TRUE WEALTH DESIGN, LLC is a Akron, Ohio based Financial Planning firm with nearly $561,078,167 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143194 |
SEC# | 801-113277 |
Assets Managed by Firm | $561,078,167 |
No. of Clients | 1537 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1537 | $561,078,167 |
Individuals (other than high net worth individuals) | 307 | $145,665,761 |
High net worth individuals | 172 | $409,443,915 |
Pension and profit sharing plans | 14 | $5,968,491 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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