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TRUE WEALTH DESIGN, LLC

Tel: (330) 777-0688
700 Ghent Road
Suite 100
Akron, Ohio  44333

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TRUE WEALTH DESIGN, LLC

TRUE WEALTH DESIGN, LLC is a Akron, Ohio based financial advisory firm with nearly $431,088,083 in assets under management and provides investment advisory services for 1321 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Pension Consulting Services , Educational Seminars/ Workshops

Fee Structure:

A Percentage of AUM, Hourly charges, Fixed Fees

Firm CRD#:

143194

SEC#:

801-113277

No. of Clients:

1321

Assets under Management

$431,088,083

No. of Advisors:

10

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