Best Investors
Account
Sign in
Best Investors
Account
Sign in
True Wealth Design, LLC CRD 143194
$494M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 Ghent Road Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-11-13 |
| PR | RA | APPROVED | 2023-04-11 |
| OH | RA | APPROVED | 2007-05-30 |
Branch Locations
700 Ghent Road Suite 100, Akron, OH 44333 • United States
Humacao, PR • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Wealth Design, Llc | Akron | OH | 02/2007 | Present |
| True Wealth Design Ii, Llc | Akron | OH | 07/2005 | Present |
Fine Girl Charter, LLC not investment-related private residence in Akron, OH catamaran-chartering Sole Member 2/27/2024 0-1 hours per month 0 hours during trading manage charter company and oversee maintenance decisions Kevin Kroskey investment-related 700 Ghent Road, Suite 100, Akron, OH 44333 insurance Licensed Insurance Agent 02/2007 0-1 hours per month 0 hours during trading sell insurance products True Wealth Design II, LLC investment-related private residence in Akron, OH real estate holding company Sole Member 7/12/2005 0-1 hours per month 0 hours during trading no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-04 |
Reach out to this advisor