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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER, CCO | NA | Control |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | MEMBER & PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | MEMBER & PARTNER | NA | |
| SEIL, AARON, WINFIELD | I | MEMBER & PARTNER | NA | |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | PRESIDENT/MANAGING MEMBER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| KROSKEY, KEVIN, KEITH | I | MANAGING PARTNER/CCO | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | PARTNER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| TRUE WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | MEMBER & PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | MEMBER & PARTNER | A | |
| EMRICK, JONATHAN, TYLER | I | MEMBER & PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
| KROSKEY, KEVIN, KEITH | I | TRUE WEALTH HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (11)
FL GA LA NC NY OH PA PR SC TX VA
Address
700 GHENT ROADSUITE 100
AKRON, OH 44333
United States
Phone: (330) 777-0688