True Wealth Design, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated March 30, 2026, reports $494M in regulatory assets under management, 12 employees, 9 offices, and 1,295 accounts.
Assets Under Management
$494M
Employees
12
Offices
9 offices
Total Clients
366
Primary office
AKRON, OH
700 GHENT ROAD, SUITE 100, AKRON, OH, United States
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
198
2
HNWI
44.3%
162
3
Pension Plans
1.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$494Mas of March 30, 2026
Discretionary100.0%
$494M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$494M
Total Accounts1,295
10Y AUM Change+$372M (+303.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee31:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.