TRUE WEALTH DESIGN, LLC

700 Ghent Road
Suite 100
Akron, Ohio 44333
Tel: (330) 777-0688

About TRUE WEALTH DESIGN, LLC

TRUE WEALTH DESIGN, LLC, formally registered with the SEC as TRUE WEALTH DESIGN, LLC. The firm was established in 05/21/2018. They have over 7 offices throughout the country.

TRUE WEALTH DESIGN, LLC is a Akron, Ohio based Financial Planning firm with nearly $561,078,167 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143194
SEC#	801-113277
Assets Managed by Firm	$561,078,167
No. of Clients	1537
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1537	$561,078,167
Individuals (other than high net worth individuals)	307	$145,665,761
High net worth individuals	172	$409,443,915
Pension and profit sharing plans	14	$5,968,491

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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