True Wealth Design, LLC
True Wealth Design, LLC, founded in 2007 and headquartered in Akron, Ohio, is a registered investment adviser offering integrated wealth management services spanning retirement planning, tax planning, investment management, and business planning. The firm caters primarily to successful individuals, families, and businesses, providing personalized strategies and white-glove service for clients—including those with complex financial lives or significant investable assets. As of April 2025, the firm manages approximately $425 million in assets and employs around 9-11 staff. True Wealth is majority-owned by True Wealth Holdings, LLC and Kevin Kroskey, who serves as Managing Partner and CCO. The firm also operates a subsidiary focused on tax and accounting and is licensed as an insurance agency in Ohio and Pennsylvania.
Investment Strategy
True Wealth Design, LLC emphasizes a holistic approach to financial planning, integrating investment management with retirement, tax, and estate planning services. The firm's investment strategy is centered on asset allocation tailored to each client’s risk tolerance and objectives, primarily utilizing mutual funds, exchange traded funds (ETFs), and direct-indexing strategies (True Wealth Smart Design Direct). For higher-net-worth clients, the firm can provide access to private pooled investments and emphasizes complex planning related to tax minimization, charitable giving, and generational wealth transfer. Continuous monitoring and periodic rebalancing are fundamental, with additional focus given to optimizing tax efficiency. The firm may also provide recommendations for clients’ held-away assets and offers fiduciary advice that is transparent and conflict-minimized.
Top Holdings
Equity Positions (2,663)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 16.31% | $53.4M | 1,383,479 | $25.65 | $38.57 | +$3.7M |
B BOXX | EA SERIES TRUST | 15.98% | $52.3M | 459,362 | $106.50 | $113.86 | +$10.5M |
D DFIC | DIMENSIONAL ETF TRUST | 10.75% | $35.2M | 1,073,034 | $24.04 | $32.79 | +$1.9M |
D DUHP | DIMENSIONAL ETF TRUST | 8.13% | $26.6M | 704,764 | $25.94 | $37.77 | +$1.6M |
D DFEV | DIMENSIONAL ETF TRUST | 7.21% | $23.6M | 739,518 | $24.19 | $31.89 | +$1.2M |