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, SEC-registered investment adviser (registered in 2018) that provides financial planning and portfolio management to both individual/family and institutional clients. The firm operates as a limited liability company and combines advisory services—including retirement plan consulting, selection of third-party managers, and educational workshops—with insurance brokerage. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. True Wealth Design identifies as a capital allocator and does not position itself 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 6
Jonathan Emrick
Partner, Wealth AdvisorCRD 5331629
Audrey Petrus
Wealth AdvisorCRD 7065355
Aaron Seil
Partner, Wealth AdvisorCRD 3182416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$301M in ETFs
3%
$8.4M
94%
$293M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $65.3M | 1,470,124 | 21.67% |
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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