Audrey
Petrus
True Wealth Design, LLC
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About this Advisor
Audrey Petrus is a certified financial planner based in Sewickley, Pennsylvania. Petrus works at True Wealth Design, LLC. Throughout their career, Petrus has worked at Plans To Prosper, LLC, Mops And Muscles, Servicelink and True Wealth Design, LLC. Petrus is able to serve investors in Pennsylvania. True Wealth Design, LLC is an advisory business operating out of Akron, OH. The firm has offices in seven locations and a total of 11 financial advisors. It oversees $431 million in assets among its 1,321 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,321 accounts, 33% belong to high-net-worth clients who have more than $1 million in assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely depend on the services offered. However, fee types billed by True Wealth Design, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Wealth Design, LLC Brokerage Details
$431,088,083
11
1,321
$326,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Audrey Petrus Work History
Audrey has been registered as a financial advisor for 0 years.*
True Wealth Design, LLC
True Wealth Design, LLC
Mops And Muscles
Plans To Prosper, LLC
Servicelink
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Audrey Petrus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True Wealth Design, LLC
Canonsburg, PA
Sewickley, PA
Akron, OH
Akron, OH
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
