DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

True Wealth Design, LLC

Independent wealth managerAkron, OhioCRD 143194SEC 801-113277website IAPD

Latest filing Jul 30, 2026

First filing on the tape Apr 23, 2018 · 30 filings

SEC status approved since May 21, 2018

RAUM

$494M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

98%

$486M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$82.3M

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

30 filings and snapshots on the tape

RAUM$494M as of Jul 30, 2026

Mar 13, 2019$127M then

HNW client RAUM$392M as of Jul 30, 2026

Mar 13, 2019$86.1M then

State-registered IARs (5.B.3)6 as of Jul 30, 2026

Mar 13, 20194 then

Employees (5.A)12 as of Jul 30, 2026

Mar 13, 20198 then

Private funds: no history

RAUM +16% over the last fiscal year+4.6% a year over threeIARs 7 to 6offices 7 to 8

Practice profile

derived from the filing of Jul 30, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent

RAUM per advisor: $82.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 60derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.4MderivedHNW RAUM over HNW clients
Average account: $381,500derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 0.7derived9 offices incl. principal (1.F.5)
RAUM growth, one year: +16%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: -2.2%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody: $229M, 232 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$392M79%
Individuals$94.3M19%
Pension and profit-sharing plans$8.2M1.7%

Individual clients: 198reported
HNW clients: 162reported
Pension plan clients: 6reported
Charitable clients: 0reported
Accounts: 1,295reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $229M for 232 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

6 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Kevin Keith KroskeyCertified Financial Planner	Akron, Oh	May 30, 2007	21 y	0
Jonathan Tyler EmrickCertified Financial Planner, Chartered Financial Analyst	Akron, Oh	Jul 13, 2018	19 y	2
Aaron Winfield SeilChartered Financial Analyst	Hudson, Oh	Apr 27, 2021	27 y	2
Audrey Elaine PetrusCertified Financial Planner	Akron, Oh	Feb 24, 2023	12 y	1
Tiffany M. Broomfield	Canfield, Oh	Apr 10, 2024	11 y	2
Johnathan Wade RobertsCertified Financial Planner	Akron, Oh	May 13, 2025	11 y	2

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months

Left, latest

William Campbell Ferber to Landing Point Financial Group
Jan 6, 2025 · RIA to RIA
Ronald Paul Wyatt to Wyze Wealth Advisors, LLC
Sep 30, 2024 · RIA to RIA
Nicholas Lewandowski to Wyze Wealth Advisors, LLC
Aug 23, 2024 · RIA to RIA
Ryan Andrew Wyatt to Wyze Wealth Advisors, LLC
Aug 23, 2024 · RIA to RIA
Marissa Grace Beyer to Fidato Wealth LLC
Aug 14, 2020 · RIA to RIA
Richard Robert Eicheldinger to Affinity Wealth LLC
May 16, 2019 · RIA to RIA
Jon David Heddleson to Lifemark Securities Corp.
Apr 19, 2013 · Other
Mark Thomas Kollar to Stonex Advisors Inc.
Sep 22, 2010 · Other

Joined, latest

Johnathan Wade Roberts from Auxin Group Wealth Management, LLC
May 13, 2025 · RIA to RIA
Tiffany M. Broomfield from Brookstone Wealth Advisors, LLC
Apr 10, 2024 · Other
Nicholas Lewandowski from Allegheny Investments
Mar 21, 2024 · RIA to RIA
William Campbell Ferber from Strategic Investment Solutions, Inc.
Apr 6, 2023 · RIA to RIA
Audrey Elaine Petrus from Plans To Prosper,LLC
Feb 24, 2023 · Other
Aaron Winfield Seil from Seil Wealth Management, LLC
Apr 27, 2021 · Other
Ryan Andrew Wyatt from Charles Schwab & Co., Inc.
Nov 20, 2020 · Affiliated broker-dealer or bank to independent RIA
Ronald Paul Wyatt from United Capital Financial Advisors
Nov 20, 2020 · Affiliated broker-dealer or bank to independent RIA
Richard Robert Eicheldinger from M&T Securities, Inc.
Jul 16, 2018 · Other
Jonathan Tyler Emrick from Strategic Advisers LLC
Jul 13, 2018 · Affiliated broker-dealer or bank to independent RIA
Marissa Grace Beyer from Rav Financial
Mar 3, 2016 · Other
Jon David Heddleson from Vantage Financial Group, Inc.
Nov 14, 2012 · Other
Mark Thomas Kollar from Brokersxpress LLC
Jul 8, 2010 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Keith Kevin Kroskey · Managing Partner, Ccocontrol
since 07/2005 · owns less than 5%
Keith Kevin Kroskey · Managing Partnercontrol
since 04/2023 · owns 75% or more of True Wealth Holdings, LLC
Tyler Jonathan Emrick · Partner
since 04/2023 · owns 5% to 10%
Winfield Aaron Seil · Partner
since 04/2023 · owns less than 5%

Entity owners

True Wealth Holdings, LLC · Partner
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Akron, Oh · principal	5	0	0
Bay Village, Oh	0	0	0
Canonsburg, Pa	0	0	0

Offices

Schedule D 1.F, the 25 largest

Hudson, OH7 employees
Canfield, OH2 employees
Sewickley, PA2 employees
Ft. Myers, FL1 employees
Bay Village, OH1 employees
Naples, FL1 employees
, 1 employees

What changed

consecutive filings, newest first

Advisory employees · 8 to 6
May 26, 2026 to Jul 30, 2026
Insurance-licensed employees · 1 to 0
May 26, 2026 to Jul 30, 2026
State-registered IARs · 8 to 6
May 26, 2026 to Jul 30, 2026
Other offices · 9 to 8
May 26, 2026 to Jul 30, 2026
Accounts · 1,264 to 1,295
Apr 30, 2025 to Mar 30, 2026
Advisory employees · 7 to 8
Apr 30, 2025 to Mar 30, 2026
HNW clients · 134 to 162
Apr 30, 2025 to Mar 30, 2026
Individual clients · 234 to 198
Apr 30, 2025 to Mar 30, 2026
Pension plan clients · 10 to 6
Apr 30, 2025 to Mar 30, 2026
Assets in custody · $130M to $229M
Apr 30, 2025 to Mar 30, 2026
Employees · 9 to 12
Apr 30, 2025 to Mar 30, 2026
Insurance-licensed employees · 0 to 1
Apr 30, 2025 to Mar 30, 2026
Financial planning clients · 101-250 to 251-500
Apr 30, 2025 to Mar 30, 2026
State-registered IARs · 7 to 8
Apr 30, 2025 to Mar 30, 2026
Other offices · 7 to 9
Apr 30, 2025 to Mar 30, 2026
Discretionary RAUM · $425M to $494M
Apr 30, 2025 to Mar 30, 2026
HNW RAUM · $315M to $392M
Apr 30, 2025 to Mar 30, 2026
Individual RAUM · $102M to $94.3M
Apr 30, 2025 to Mar 30, 2026
Pension RAUM · $7.8M to $8.2M
Apr 30, 2025 to Mar 30, 2026
RAUM · $425M to $494M
Apr 30, 2025 to Mar 30, 2026
Accounts · 1,537 to 1,264
Jan 6, 2025 to Apr 30, 2025
Advisory employees · 5 to 7
Jan 6, 2025 to Apr 30, 2025
Advisory activities · 4 to 5
Jan 6, 2025 to Apr 30, 2025
HNW clients · 172 to 134
Jan 6, 2025 to Apr 30, 2025
Individual clients · 307 to 234
Jan 6, 2025 to Apr 30, 2025
Pension plan clients · 14 to 10
Jan 6, 2025 to Apr 30, 2025
Assets in custody · $125M to $130M
Jan 6, 2025 to Apr 30, 2025
Employees · 13 to 9
Jan 6, 2025 to Apr 30, 2025
Financial planning clients · 251-500 to 101-250
Jan 6, 2025 to Apr 30, 2025
State-registered IARs · 5 to 7
Jan 6, 2025 to Apr 30, 2025
Other offices · 6 to 7
Jan 6, 2025 to Apr 30, 2025
Discretionary RAUM · $561M to $425M
Jan 6, 2025 to Apr 30, 2025
HNW RAUM · $409M to $315M
Jan 6, 2025 to Apr 30, 2025
Individual RAUM · $146M to $102M
Jan 6, 2025 to Apr 30, 2025
Pension RAUM · $6.0M to $7.8M
Jan 6, 2025 to Apr 30, 2025
RAUM · $561M to $425M
Jan 6, 2025 to Apr 30, 2025
Related insurance company · false to true
Jan 6, 2025 to Apr 30, 2025
Advisory employees · 6 to 5
Sep 30, 2024 to Jan 6, 2025
Employees · 14 to 13
Sep 30, 2024 to Jan 6, 2025
State-registered IARs · 6 to 5
Sep 30, 2024 to Jan 6, 2025

Signals

7 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 239-344-7145reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 239-778-0707reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 330-533-7786reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/true-wealth-designreportedpublic record, Form ADV, Sep 17, 2026
Website: truewealthaccounting.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: (330) 777-0688reportedpublic record, Form ADV, Jul 30, 2026
Contact form: truewealthaccounting.com/contactreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $82.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026