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 independent registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. It combines advisory services with insurance brokerage capabilities and offers a mix of delivery models: percentage-of-AUM fees as well as hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting support, third‑party manager selection, and educational seminars or workshops. The firm does not identify as an active ESG investor. An accounting affiliation is noted in its activity profile.
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 7
Tiffany Broomfield
Associate Wealth AdvisorCRD 6488841
Amanda Totten
Associate Wealth AdvisorCRD 6565420
Jonathan Emrick
Partner, Wealth AdvisorCRD 5331629
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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