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| True Wealth Design LLC
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|---|---|
| CRD # | 143194 |
| SEC # | 801-113277 |
| CIK # | 0001966033 |
| AUM | 494.0 M (2026-05-26) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 330-777-0688 |
| Address | 700 Ghent Road Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001966033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Nvidia Corp | 1.6 | ||
| Alphabet Inc | 1.3 | ||
| Micron Technology Inc | 1.1 | ||
| Caterpillar Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| Comfort Systems USA Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 94.3 |
| (b) Individuals (high net worth individuals) | 162 | 391.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,295 | 494.0 |
| By Discretionary | ||
| Discretionary | 1,295 | 494.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,295 | 494.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 494.0 | |
| Total | 1,295 | 494.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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