LeadIQ logo
Learn more at LeadIQ.com
True Wealth Design logo

True Wealth Design Employee Directory

Investment ManagementOhio, United States11-50 Employees

True Wealth Design has about 20 employees, all of them in North America. Banking and Accounting make up over half of the profiles with a known department.

Find True Wealth Design employees' phone numbers or email addresses

True Wealth Design Global Highlights

Location
Employees

North America
27

Minus sign iconPlus sign icon
  • United States Of America
    27

True Wealth Design's Leadership

  • Owner Chief Executive Officer at True Wealth Design
    J. K.
    Owner Chief Executive Officer
    Mobile Phone
  • Senior Client Service Administrator at True Wealth Design
    S. S.
    Senior Client Service Administrator
    Mobile Phone
  • Principal at True Wealth Design
    J. S.
    Principal
    Mobile Phone

True Wealth Design Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other

Banking is the largest department at 69% of profiles with a known department, followed by Accounting (31%).

Contact profiles from True Wealth Design

Name
Title
Contact
Location
Last Update
  • Owner Chief Executive Officer at True Wealth Design
    J. K.
    Owner Chief Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Senior Client Service Administrator at True Wealth Design
    S. S.
    Senior Client Service Administrator
    Mobile Phone
    Oct 17, 2026
  • Principal at True Wealth Design
    J. S.
    Principal
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at True Wealth Design?

Minus sign iconPlus sign iconBanking is the largest department at 69% of profiles with a known department, followed by Accounting (31%).

How many employees does True Wealth Design have currently?

Minus sign iconPlus sign iconTrue Wealth Design has approximately 20 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are True Wealth Design's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, True Wealth Design's key employees include:

  • Owner Chief Executive Officer: J. K.
  • Senior Client Service Administrator: S. S.
  • Principal: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is True Wealth Design's most common email format?

Minus sign iconPlus sign iconTrue Wealth Design employees' email format typically follows the pattern of FLast@truewealthdesign.com. Trying to find reliable and up-to-date employee contact data? Find more True Wealth Design email formats with LeadIQ.

What is True Wealth Design known for?

Minus sign iconPlus sign iconTrue Wealth Design was founded in 2005 and operates in the Investment Management industry. You can contact True Wealth Design's main corporate office by phone at
+1-216-373-****
. Explore True Wealth Design's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.