Amanda Erin Totten

Employer firm

True Wealth Design, LLC CRD 143194

$494M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2017
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 05/2017 → 08/2018
  Aml Rightsource
  Cleveland, OH
• 08/2018 → 04/2019
  Unemployed
  Medina, OH
• 04/2019 → 11/2019
  Axa Advisors, Llc
  New York, NY
• 12/2019 → 02/2025
  Edward Jones
  St. Louis, MO
• 04/2025 → Present
  True Wealth Design, Llc
  Akron, OH

Previous Registrations

• 2020-01-27 → 2025-02-06
  Edward Jones
  Seven Hills, OH
  Sheffield Village, OH
  St Louis, MO
  Medina, OH
  Elyria, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-01-24

Designations

• Certified Financial Planner

Other Names

• Amanda E Hamilton
• Amanda Hamilton
• Amanda Erin Hamilton
• Amanda Totten
• Amanda E Totten