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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2007
- Office Locations
- 4
Office Locations
About True Wealth Design, LLC
True Wealth Design is an RIA delivering integrated wealth management with in-house accounting and tax support, with deep expertise in retirement, tax-smart investing, and business planning. The firm serves successful individuals, families, and business owners navigating major life transitions, including family-office style services like consolidated reporting and bill pay. Portfolios are primarily ETF-based, with selective use of private funds.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jonathan Tyler Emrick
PARTNER, Wealth Advisor
- CRD
- #5331629
- Ownership
- 5% but less than 10%
Kevin Keith Kroskey
Managing Partner
- CRD
- #5288710
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TIFFANY M. BROOMFIELD
Wealth Advisor
- CRD
- #6488841
ELIZABETH GRAY CALDWELL
Owner
- CRD
- #4551635
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,042,592 | $381,500 |
| Non-Discretionary | $0 | -- |
| Total | $494,042,592 | $381,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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