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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRUE WEALTH DESIGN, LLC

CRD 143194

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00fe9e3e-93ae-488b-ad26-bb9ca3ac4a83

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Apr 23, 2018 to Jul 30, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $494MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $494M
Private client RAUM: $486MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $82.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 1,295
Individual clients: 198
High net worth clients: 162
Custody, client assets: $229M
SEC number: 801-113277
CRD: 143194
Filings on the tape: 30
First filed: Apr 23, 2018
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Kevin Keith Kroskey	Certified Financial Planner	AKRON, OH \| HUMACAO, PR	19	21	n/a	no
Jonathan Tyler Emrick	Certified Financial Planner\|Chartered Financial Analyst	AKRON, OH	8	19	2	no
Aaron Winfield Seil	Chartered Financial Analyst	HUDSON, OH \| AKRON, OH	5	27	2	no
Audrey Elaine Petrus	Certified Financial Planner	AKRON, OH \| SEWICKLEY, PA	3	12	1	no
TIFFANY M. BROOMFIELD	n/a	Canfield, OH	2	11	2	no
Johnathan Wade Roberts	Certified Financial Planner	AKRON, OH	1	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KROSKEY, KEVIN, KEITH	MANAGING PARTNER	E	yes	04/2023	Apr 23, 2018	Sep 30, 2024
KROSKEY, KEVIN, KEITH	MANAGING PARTNER, CCO	Na	yes	07/2005	Apr 23, 2018	Sep 30, 2024
TRUE WEALTH HOLDINGS, LLC	Partner	E	yes	04/2023	Jun 5, 2023	Sep 30, 2024
EMRICK, JONATHAN, TYLER	Partner	A	no	04/2023	Jun 5, 2023	Sep 30, 2024
SEIL, AARON, WINFIELD	Partner	Na	no	04/2023	Jun 5, 2023	Sep 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hudson	Oh	United States	7	no
Canfield	Oh	United States	2	no
Sewickley	Pa	United States	2	no
FT. MYERS	FL	United States	1	no
Naples	FL	United States	1	no
BAY VILLAGE	Oh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$494M	$494M	12	8	9	n/a	n/a
2024	Apr 30, 2025	$425M	$425M	9	7	7	n/a	n/a
2023	Mar 25, 2024	$561M	$561M	17	9	8	n/a	n/a
2022	Mar 13, 2023	$431M	$431M	11	6	7	n/a	n/a
2021	Mar 22, 2022	$417M	$417M	8	5	6	n/a	n/a
2020	Mar 8, 2021	$342M	$342M	7	4	6	n/a	n/a
2019	Mar 17, 2020	$161M	$161M	6	3	5	n/a	n/a
2018	Mar 13, 2019	$127M	$127M	8	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$494M	$425M	16.3%	$431M	4.6%	12	9	8	7

Relationships

Registered with (14)

← Johnathan Wade RobertsAdvisorregistration: current employment
May 13, 2025 to presentfactForm ADV
← TIFFANY M. BROOMFIELDAdvisorregistration: current employment
Apr 10, 2024 to presentfactForm ADV
← Audrey Elaine PetrusAdvisorregistration: current employment
Feb 24, 2023 to presentfactForm ADV
← Aaron Winfield SeilAdvisorregistration: current employment
Apr 27, 2021 to presentfactForm ADV
← Jonathan Tyler EmrickAdvisorregistration: current employment
Jul 13, 2018 to presentfactForm ADV
← Kevin Keith KroskeyAdvisorregistration: current employment
May 30, 2007 to presentfactForm ADV
← WILLIAM CAMPBELL FERBERAdvisorregistration: previous registration
Apr 6, 2023 to Jan 6, 2025factForm ADV
← RONALD PAUL WYATTAdvisorregistration: previous registration
Nov 20, 2020 to Sep 30, 2024factForm ADV
← NICHOLAS LEWANDOWSKIAdvisorregistration: previous registration
Mar 21, 2024 to Aug 23, 2024factForm ADV
← RYAN ANDREW WYATTAdvisorregistration: previous registration
Nov 20, 2020 to Aug 23, 2024factForm ADV
← MARISSA GRACE BEYERAdvisorregistration: previous registration
Mar 3, 2016 to Aug 14, 2020factForm ADV
← RICHARD Robert EICHELDINGERAdvisorregistration: previous registration
Jul 16, 2018 to May 16, 2019factForm ADV
← JON DAVID HEDDLESONAdvisorregistration: previous registration
Nov 14, 2012 to Apr 19, 2013factForm ADV
← MARK THOMAS KOLLARAdvisorregistration: previous registration
Jul 8, 2010 to Sep 22, 2010factForm ADV

Owns (2)

← SEIL, AARON, WINFIELDOwnerPARTNER, ownership code NA, individual
Jun 5, 2023 to Sep 30, 2024factForm ADV
← EMRICK, JONATHAN, TYLEROwnerPARTNER, ownership code A, individual
Jun 5, 2023 to Sep 30, 2024factForm ADV

Controls (2)

← KROSKEY, KEVIN, KEITHOwnerMANAGING PARTNER, ownership code E, individual
Apr 23, 2018 to Sep 30, 2024factForm ADV
← TRUE WEALTH HOLDINGS, LLCOwnerPARTNER, ownership code E, domestic entity
Jun 5, 2023 to Sep 30, 2024factForm ADV

Moved with (1)

→ WYZE WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Aug 23, 2024 to Sep 18, 2024factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
William Campbell Ferber left True Wealth Design, Llc for Landing Point Financial Group (registered 2025-01-09)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Ronald Paul Wyatt left True Wealth Design, Llc for Wyze Wealth Advisors, Llc (registered 2024-07-19)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2024
Advisor changed firm
Ryan Andrew Wyatt left True Wealth Design, Llc for Wyze Wealth Advisors, Llc (registered 2024-09-18)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2024
Advisor changed firm
Nicholas Lewandowski left True Wealth Design, Llc for Wyze Wealth Advisors, Llc (registered 2024-09-18)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2024
Regulatory AUM changed
True Wealth Design, Llc reported RAUM $561.1M, up 30% from $431.1M (2023-11-09 to 2024-03-25)
Form ADVobserved 4 days ago
$130M
Occurred
Mar 8, 2021
Regulatory AUM changed
True Wealth Design, Llc reported RAUM $341.7M, up 113% from $160.7M (2020-11-24 to 2021-03-08)
Form ADVobserved 4 days ago
$181M
Occurred
Apr 23, 2018
First Form ADV filing
True Wealth Design, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00fe9e3e-93ae-488b-ad26-bb9ca3ac4a83
First observed: Apr 23, 2018
Last observed: Jul 30, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUE WEALTH DESIGN, LLC

CRD 143194

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00fe9e3e-93ae-488b-ad26-bb9ca3ac4a83

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kevin Keith Kroskey

Certified Financial Planner

AKRON, OH | HUMACAO, PR

n/a

Jonathan Tyler Emrick

Certified Financial Planner|Chartered Financial Analyst

AKRON, OH

Aaron Winfield Seil

Chartered Financial Analyst

HUDSON, OH | AKRON, OH

Audrey Elaine Petrus

Certified Financial Planner

AKRON, OH | SEWICKLEY, PA

TIFFANY M. BROOMFIELD

n/a

Canfield, OH

Johnathan Wade Roberts

Certified Financial Planner

AKRON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KROSKEY, KEVIN, KEITH

MANAGING PARTNER

yes

04/2023

Apr 23, 2018

Sep 30, 2024

KROSKEY, KEVIN, KEITH

MANAGING PARTNER, CCO

yes

07/2005

Apr 23, 2018

Sep 30, 2024

TRUE WEALTH HOLDINGS, LLC

Partner

yes

04/2023

Jun 5, 2023

Sep 30, 2024

EMRICK, JONATHAN, TYLER

Partner

04/2023

Jun 5, 2023

Sep 30, 2024

SEIL, AARON, WINFIELD

Partner

04/2023

Jun 5, 2023

Sep 30, 2024

City

State

Country

Employees

Also broker-dealer

Hudson

United States

Canfield

United States

Sewickley

United States

FT. MYERS

United States

Naples

United States

BAY VILLAGE

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$494M

n/a

2024

Apr 30, 2025

$425M

n/a

2023

Mar 25, 2024

$561M

n/a

2022

Mar 13, 2023

$431M

n/a

2021

Mar 22, 2022

$417M

n/a

2020

Mar 8, 2021

$342M

n/a

2019

Mar 17, 2020

$161M

n/a

2018

Mar 13, 2019

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$494M

$425M

16.3%

$431M

4.6%