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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 $416,875,913 in assets under management and provides investment advisory services for 1070 clients. There are currently 8 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:

1070

Assets under Management

$416,875,913

No. of Advisors:

8

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