TRUE WEALTH DESIGN, LLC
SEC Form ADV profile.
Total regulatory AUM
$494,042,592
Discretionary
$494,042,592
Non-discretionary
$0
Firm details
- CRD number
- 143194
- SEC file number
- 801-113277
- Main office
- AKRON, OH, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.