TRUE WEALTH DESIGN, LLC
CRD #143194 SEC #801-113277 AKRON, OH (330) 777-0688
SEC Registered
Total AUM
$424.8M
Discretionary
$424.8M
Employees
9
Clients
101
Accounts
1,264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $424.8M | $424.8M | $0 | 9 | 10 |
| Apr 2025 | $424.8M | $424.8M | $0 | 9 | 10 |
| Mar 2025 | $424.8M | $424.8M | $0 | 7 | 10 |
| Jan 2025 | $561.1M | $561.1M | $0 | 13 | 0 |
| Sep 2024 | $561.1M | $561.1M | $0 | 14 | 0 |
| Aug 2024 | $561.1M | $561.1M | $0 | 15 | 0 |
| Jul 2024 | $561.1M | $561.1M | $0 | 17 | 0 |
| Mar 2024 | $561.1M | $561.1M | $0 | 17 | 0 |
| Nov 2023 | $431.1M | $431.1M | $0 | 10 | 0 |
| Jun 2023 | $431.1M | $431.1M | $0 | 11 | 0 |
| Mar 2023 | $431.1M | $431.1M | $0 | 11 | 0 |
| Mar 2023 | $431.1M | $431.1M | $0 | 11 | 0 |
| Sep 2022 | $416.9M | $416.9M | $0 | 8 | 0 |
| Mar 2022 | $416.9M | $416.9M | $0 | 8 | 0 |
| May 2021 | $341.7M | $341.7M | $0 | 7 | 1 |
| Apr 2021 | $341.7M | $341.7M | $0 | 7 | 1 |
| Mar 2021 | $341.7M | $341.7M | $0 | 7 | 1 |
| Nov 2020 | $160.7M | $160.7M | $0 | 7 | 7 |
| Oct 2020 | $160.7M | $160.7M | $0 | 6 | 7 |
| Sep 2020 | $160.7M | $160.7M | $0 | 6 | 7 |
| Jun 2020 | $160.7M | $160.7M | $0 | 6 | 7 |
| Mar 2020 | $160.7M | $160.7M | $0 | 6 | 7 |
| Mar 2019 | $127M | $127M | $0 | 8 | 1 |
| Aug 2018 | $122.4M | $122.4M | $0 | 7 | 0 |
| Aug 2018 | $122.4M | $122.4M | $0 | 7 | 0 |
| Jul 2018 | $122.4M | $122.4M | $0 | 7 | 0 |
| Apr 2018 | $122.4M | $122.4M | $0 | 7 | 0 |
DateApr 2025
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees9
Clients10
DateApr 2025
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees9
Clients10
DateMar 2025
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees7
Clients10
DateJan 2025
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees13
Clients0
DateSep 2024
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees15
Clients0
DateJul 2024
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2022
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients1
DateApr 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients1
DateNov 2020
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees7
Clients7
DateOct 2020
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients7
DateSep 2020
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients7
DateJun 2020
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients7
DateMar 2020
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees6
Clients7
DateMar 2019
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees8
Clients1
DateAug 2018
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees7
Clients0