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Elizabeth Gray Caldwell

True Wealth Design, LLC

Newark, OH

Akron, OH

Welsh Hills Financial Services, LLC

Newark, OH

Granville, OH

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Current Employers
True Wealth Design, Llc

700 Ghent Road Suite 100, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-25
  • OH RA
    APPROVED
    Since 2026-03-25

Branch Locations

581-B Country Club Drive, Newark, OH 43055 • United States

700 Ghent Road Suite 100, Akron, OH 44333 • United States

Welsh Hills Financial Services, Llc

581 B Country Club Dr, Newark, OH 43055 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-11-22
  • OH RA
    APPROVED
    Since 2006-11-22

Branch Locations

581 B Country Club Dr, Newark, OH 43055 • United States

Granville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welsh Hills Financial, Llc Granville OH 03/2007 Present
True Wealth Design, Llc Newark OH 12/2025 Present
  • 03/2007 → Present
    Welsh Hills Financial, Llc
    Granville, OH
  • 12/2025 → Present
    True Wealth Design, Llc
    Newark, OH
Designations

View on SEC IAPD

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