True Wealth Design, Llc
- Regulatory AUM
- $494M
- Discretionary
- $494M
- Clients
- 366
- Avg AUM / client
- $1.3M
- Accounts
- 1,295
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 198 | $94.3M | 19.1% |
| High net worth individuals | 162 | $392M | 79.2% |
| Pension and profit sharing plans | 6 | $8.2M | 1.67% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Keith Kroskey | Managing Partner, Cco | CFP | Jul 2005 (21y) | ≈ 56.25% – 100% via True Wealth Holdings, Llc |
| Jonathan Tyler Emrick | Partner | CFP CFA | Jul 2018 (8y) | 5% – 10% |
| Aaron Winfield Seil | Partner | CFA | Apr 2021 (5y) | Less than 5% |
| Audrey Elaine Petrus | Registered representative | CFP | Feb 2023 (3y) | |
| Tiffany M. Broomfield | Registered representative | Apr 2024 (2y) | ||
| Johnathan Wade Roberts | Registered representative | CFP | May 2025 (1y) | |
| Amanda Erin Totten | Registered representative | CFP | Jun 2025 (1y) | |
| Elizabeth Gray Caldwell | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| True Wealth Holdings, Llc | Partner | Apr 2023 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Keith Kroskey: 75% – 100% of True Wealth Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $348M (70% of AUM) Jul 2026
- Pershing $279M (50% of AUM) Jan 2025
- Shareholders Service Group, Inc. $201M (47% of AUM) Nov 2023
- Fidelity Brokerage Services $133M (27% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗