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| Happy Holidays!! thanks for using AUM13F!! |
| True Wealth Design LLC
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| CRD # | 143194 |
| SEC # | 801-113277 |
| CIK # | 0001966033 |
| AUM | $424.8 M (2025-04-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 330-777-0688 |
| Address | 700 Ghent Road Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001966033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.5 | ||
| Nvidia Corp | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Babcock & Wilcox Co | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| Worthington Industries Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 102.0 |
| (b) Individuals (high net worth individuals) | 134 | 315.0 |
| (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 | 10 | 7.8 |
| (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 | 1,264 | 424.8 |
| By Discretionary | ||
| Discretionary | 1,264 | 424.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,264 | 424.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.8 | |
| Total | 1,264 | 424.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966033] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevated Capital Advisors LLC
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|
UT | 0.4 |
|
Lighthouse Financial Services Inc
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CA | 0.4 |
|
Hobart Private Capital LLC
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NC | 0.4 |
|
Consultiva Wealth Management Corp
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PR | 0.4 |
|
Elite Retirement Planning LLC
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IA | 0.4 |
|
AMJ Financial Wealth Management LLC
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|
VA | 0.4 |
|
Wealthcrest Financial Services LLC
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|
VA | 0.4 |
|
Titan Retirement Advisors LLC
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|
TX | 0.4 |
|
Drake & Associates LLC
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|
WI | 0.4 |
|
RT Jones Capital Equities Management Inc
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|
MO | 0.4 |