True Wealth Design, LLC
Firm details
- Headquarters
- Fairlawn, Ohio
- CRD number
- 143194
- Registered since
- May 21, 2018
- Website
- www.truewealthdesign.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.25%
- Individuals19.08%
- Pension & Profit Sharing Plans1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
True Wealth Design, LLC is an SEC-registered independent RIA organized as an LLC and active since 2018. The firm functions as a capital allocator and provides advisory services to both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and educational seminars or workshops. The firm also operates as an insurance broker and lists an accounting industry affiliation. Fee arrangements are flexible: the firm charges based on a percentage of AUM, and also offers hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Kevin Kroskey
Chief Executive Officer and FounderCRD 5288710
Contacts
3 of 5
Tiffany Broomfield
Associate Wealth AdvisorCRD 6488841
Jonathan Emrick
Partner, Wealth AdvisorCRD 5331629
Aaron Seil
Partner, Wealth AdvisorCRD 3182416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$336M in ETFs
2%
$7.1M
94%
$329M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $66.5M | 1,498,581 | 19.80% |
Location
Fairlawn, OH
Summit
Location
Fairlawn, OH
Headquartered in Fairlawn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 700 Ghent Rd
- Time zone
- ET (UTC-5)
- Office locations
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