True Wealth Design

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

700 Ghent Rd Ste 100, Akron, Ohio, 44333...

Phone Number

(330) 777-0688

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About True Wealth Design

Founded in 2007 and Headquartered in Akron, Ohio. True Wealth Design is an investment advisory and financial planning firm that assists individuals and businesses with their overall wealth management, including financial planning, retirement planning, investment management, and tax planning needs. They are committed to understanding your unique situation to develop a wealth management strategy that addresses the financial life planning needs. Their Mission: To be trustworthy guides as they help clients shape and realize their life dreams and goals.Explore more
True Wealth Design's Social MediaPopular Searchestrue wealth design LLCTrue Wealth DesignKevin Kroskey, CFPTrue Wealth Design Ii LLCTruewealth DesignSIC Code 62,628NAICS Code 52,523Show more

True Wealth Design Org Chart

KK
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Founder & Chief Executive Officer

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JJ
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Accounting Controller

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NT
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Tax Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

True Wealth Design

<$5M
11-50
Private
-
2005
KK
Kevin KroskeyFounder & CEO
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

True Wealth Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

True Wealth Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about True Wealth Design.

True Wealth Design Tech Stack

True Wealth Design News & Media

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Frequently Asked Questions Regarding True Wealth Design

What is True Wealth Design's official website?
True Wealth Design's official website is www.truewealthdesign.com
What is True Wealth Design's Revenue?
True Wealth Design's revenue is <$5 Million
What is True Wealth Design's SIC code?
True Wealth Design's SIC: 62,628
What is True Wealth Design's NAICS code?
True Wealth Design's NAICS: 52,523
How many employees does True Wealth Design have?
True Wealth Design has 11-50 employees
What industry does True Wealth Design belong to?
True Wealth Design is in the industry of: Finance, Securities Trading
What is True Wealth Design competition?
True Wealth Design top competitors include: Covenant Wealth Advisors, Kiely Capital Management, Focus Financial Network, Horizons Wealth Management
What companies has True Wealth Design acquired?
True Wealth Design has acquired the companies: Welsh Hills Financial, Anderson Tax & Consulting
What technology does True Wealth Design use?
Some of the popular technologies that True Wealth Design uses are: WordPress.org, Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform
How do I contact True Wealth Design?
True Wealth Design contact info: Phone number: (330) 777-0688 Website: www.truewealthdesign.com
What does True Wealth Design do?

Founded in 2007 and Headquartered in Akron, Ohio. True Wealth Design is an investment advisory and financial planning firm that assists individuals and businesses with their overall wealth management, including financial planning, retirement planning, investment management, and tax planning needs. They are committed to understanding your unique sit... uation to develop a wealth management strategy that addresses the financial life planning needs. Their Mission: To be trustworthy guides as they help clients shape and realize their life dreams and goals.Read More

What are True Wealth Design social media links?
True Wealth Design Linkedin page True Wealth Design Twitter page True Wealth Design Facebook page
Is True Wealth Design a public company?
True Wealth Design is private company therefore does not currently have an official ticker symbol
See more information about True Wealth Design

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