TrueAdvisor
TrueAdvisor
AP
CFP
AP
CFP

Audrey Elaine Petrus

True Wealth Design, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningInvestment ManagementEstate Planning
True Wealth Design, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
378 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$424.8M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,800

Location

2591 Wexford Bayne Rd., Suite 204, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
True Wealth Design, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Plans to Prosper,llc
January 2019 - February 2023 · 4 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.