True Wealth Design, LLC
True Wealth Design, LLC (CRD# 143194) is a financial advisory firm headquartered in Akron, OH. They manage $561,078,167 in 1,537 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management561MILLION
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Total Number of Accounts1,537ACCOUNTS
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Average Account Value$365,048
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, LA, NC, NY, OH, PA, PR, SC, TX, VA
Jonathan Emrick (CRD# 5331629) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has over 13 years of experience in the finance industry.
William Ferber (CRD# 6489496) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has over 8 years of experience in the finance industry.
Kevin Kroskey (CRD# 5288710) is an Investment Advisor Representative and owner of True Wealth Design, LLC in Akron, OH. Kevin Kroskey over 10 years of experience in the wealth management industry and expertise in integrating retirement planning, tax planning, and investment management into a coordinated retirement strategy.
Kevin Kroskey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Audrey Petrus (CRD# 7065355) is an Investment Advisor Representative working at True Wealth Design, LLC in Sewickley, PA and has 1 year of experience in the finance industry.
Aaron Seil (CRD# 3182416) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has over 24 years of experience in the finance industry.
Ronald Wyatt (CRD# 1941761) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has over 34 years of experience in the finance industry.
Ryan Wyatt (CRD# 6686091) is an Investment Advisor Representative working at True Wealth Design, LLC in Canonsburg, PA and has over 7 years of experience in the finance industry.