# True Wealth Design, LLC

> True Wealth Design, LLC is an SEC-registered investment advisory firm in Akron, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 143194
- Filed as: TRUE WEALTH DESIGN, LLC
- Also doing business as: TRUE WEALTH ACCOUNTING & TAX, TWD EDUCATIONAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143194
- AdvisorCensus page: https://advisorcensus.com/firm/true-wealth-design-llc-akron-oh-143194

## Quick answers

**How is True Wealth Design, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Wealth Design, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is True Wealth Design, LLC located?**
True Wealth Design, LLC's principal office is in Akron, OH, according to its Form ADV; the August 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is True Wealth Design, LLC registered with the SEC or a state?**
True Wealth Design, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 143194.

**How much does True Wealth Design, LLC manage?**
True Wealth Design, LLC reports $494,042,592 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have True Wealth Design, LLC's assets and staff changed since 2021?**
In the Form ADV data for True Wealth Design, LLC: Regulatory assets under management: $341,703,339 in the October 2021 data and $494,042,592 in the October 2026 data, up 45%. Total employees: 7 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does True Wealth Design, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); high net worth individuals (162); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does True Wealth Design, LLC use?**
True Wealth Design, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does True Wealth Design, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143194

**What changed in True Wealth Design, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $494,042,592
- Discretionary: $494,042,592
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 198 | $94,279,678 |
| High net worth individuals | 162 | $391,522,479 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,240,435 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NC, OH, PA, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Canfield, OH
- Canton, OH
- Ft. Myers, FL
- Gahanna, OH
- Hudson, OH
- Naples, FL
- Sewickley, PA

### Websites listed on Form ADV (Item 1.I)
- retiresmarter.podbean.com
- truewealthaccounting.com
- truewealthdesign.com
- Facebook @TrueWealthDesign
- LinkedIn @true-wealth-design
- LinkedIn @kevinkroskey
- X @TrueWealthPro
- YouTube @TrueWealthDesignAkron

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $341,703,339 | 7 | May 25, 2021 |
| October 2022 | $416,875,913 | 8 | September 19, 2022 |
| October 2023 | $431,088,083 | 11 | June 5, 2023 |
| October 2024 | $561,078,167 | 14 | September 30, 2024 |
| October 2025 | $424,792,925 | 9 | April 30, 2025 |
| October 2026 | $494,042,592 | 13 | October 1, 2026 |

Regulatory assets under management: $341,703,339 in the October 2021 data and $494,042,592 in the October 2026 data, up 45%.
Total employees: 7 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 7.

### August 2026
- Employees performing advisory functions went from 8 to 6.
- No longer lists an office in Newark, OH.

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $424,792,925 to $494,042,592 (+16%).
- Added an office in Gahanna, OH.
- Added an office in Newark, OH.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in GA, NY, SC, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Wealth Design, LLC (CRD 143194): Form ADV filing data as of October 2026.