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Building 2TRUE WEALTH DESIGN, LLC

Map pinAKRON, OH
Phone(330) 777-0688
NotebookSEC #801-113277
Total AUM
$494M
Employees
12
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 GHENT ROAD
SUITE 100
AKRON
OH 44333
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
(330) 777-0688
Other Offices
9

ReceiptFinancials

Total AUM
$494M
Accounts
1,295
Discretionary
$494M
Accounts
1,295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$94.3M
HNW Individual Clients
162
AUM
$391.5M
Pension/Profit Sharing Plan Clients
6
AUM
$8.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCOHPAPRTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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