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 serves both individual/family and institutional clients and positions itself as a capital allocator that selects external managers. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, manager selection, and educational seminars and workshops. The firm also operates as an insurance broker and charges clients via a combination of percentage-of-AUM fees, hourly rates, and fixed fees. True Wealth Design 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 1KEVIN KROSKEY
Chief Executive Officer and FounderCRD 5288710
Contacts
3 of 7TIFFANY 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 153Active vs passive
$294M in ETFs
3%
$8.8M
94%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) | Alpha Architect | Active | Ultrashort Bond | $57.8M | 497,031 | 19.67% |
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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