# True Wealth Design

True Wealth Design is a Bank / Wealth / Trust based in Akron, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** Akron, OH, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** truewealthdesign.com
- **LinkedIn:** https://www.linkedin.com/company/true-wealth-design

## Regulatory record

- **CRD number:** 143194
- **SEC file number:** 801-113277
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143194

## About

Founded in 2007 as an SEC-registered investment advisor, True Wealth Design delivers financial planning and discretionary portfolio management from its base in Akron, Ohio. The firm serves a mix of individual clients, business entities, and other organizations, operating under a fiduciary standard that requires advice to align with client interests rather than product-distribution incentives. Its geographic footprint remains anchored in Northeast Ohio. True Wealth Design's advisory approach centers on integrated financial planning paired with ongoing investment management. The firm constructs client portfolios using a mix of equity, fixed income, and cash-equivalent instruments, adjusted to individual risk tolerances and time horizons. Unlike institutional allocators making direct co-investments or fund commitments, the firm deploys capital through publicly traded securities and similar liquid vehicles, reflecting its retail and small-business client base. The firm does not publish a discrete track record or disclose specific portfolio holdings. The firm operates without disclosed adjacent vehicles such as philanthropic foundations or real-asset arms. Its team size and total regulatory assets under management are not publicly disclosed, making it difficult to benchmark against larger Ohio-based RIAs like MAI Capital Management or Summit Financial Strategies. No material leadership changes or operational events have been publicly reported in the last 24 months. True Wealth Design's structural differentiator is its geographic and client-type concentration in an industrial-region market often underserved by national wealth-management brands. By operating as a fiduciary RIA rather than a broker-dealer, the firm provides advice that regulatory architecture separates from transaction-based compensation, a structure that appeals to clients seeking independent guidance rather than product-driven recommendations.

## Questions

### Is True Wealth Design a fiduciary?

As an SEC-registered investment advisor, True Wealth Design operates under a fiduciary duty to its clients. This means the firm is legally obligated to place client interests ahead of its own when making investment recommendations and managing portfolios, a standard distinct from the suitability standard applied to broker-dealers. The fiduciary commitment is central to the RIA structure the firm has maintained since its 2007 founding.

### What types of clients does True Wealth Design serve?

The firm advises individuals, business entities, and other organizations, according to its regulatory filings. Its client base is concentrated in Northeast Ohio, with a mix of retail investors and small- to medium-sized businesses seeking integrated financial planning and portfolio management. The firm does not publicly segment its client base by net worth or account size.

### How does True Wealth Design differ from a broker-dealer?

True Wealth Design is structured as a registered investment advisor, not a broker-dealer. This distinction carries a fiduciary obligation to act in the client's best interest, whereas broker-dealers operate under a suitability standard that permits a wider range of transaction-based compensation arrangements. For clients in the Akron market, this regulatory architecture provides a layer of independent advice separated from product-distribution economics.

### Where is True Wealth Design's client base concentrated?

The firm is headquartered in Akron, Ohio, and its advisory business is built around clients in the Northeast Ohio industrial corridor. This regional concentration distinguishes the firm from national RIAs that serve dispersed client populations and allows it to maintain a localized service model tied to the economic profile of the Akron-Cleveland area.

## Related profiles

- [TRUE Private Wealth Advisors](https://altss.com/profile/true-private-wealth-advisors)
- [True Wealth Group](https://altss.com/profile/true-wealth-group)

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Last updated: 2026-06-03T20:00:00.000Z

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