True Wealth Design, LLC

$494MAssets under management
as of Oct 2026 · SEC Form ADV
Akron, OH
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Tech stack

No one at True Wealth Design, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $279M held · filed Sep 2024
Schwab
Per Form ADV · $237M held · filed Sep 2024