True Wealth Design is an investment advisor in Akron with $431.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202387686
SEC advisor number
801-113277
FINRA CRD number
143194
AUM ?
$431.09 mm
(as of 5 Jun 23)
Accounts
1,321
(as of 5 Jun 23)
Employees
11
(6 investment advisory or research)
Office hours
Monday - Friday, 8:30AM-4:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kroskey, Kevin, Keith | CCO | 07/2005 | < 5% |
Emrick, Jonathan, Tyler | Partner | 04/2023 | 5-10% |
Seil, Aaron, Winfield | Partner | 04/2023 | < 5% |
True Wealth Holdings, LLC | Partner | 04/2023 | > 75% |
Kroskey, Kevin, Keith | Managing Partner | 04/2023 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23