Amanda E. Totten

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CRD#: 6565420

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amanda Erin Totten, who also goes by Amanda E Hamilton, Amanda Erin Hamilton, Amanda Hamilton, Amanda E Totten, Amanda Totten, was a registered financial professional .

Amanda is a previously registered financial professional and started their career in finance in 2016. Amanda had worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE and Series 6 exams.

Aliases

Amanda E Hamilton | Amanda Erin Hamilton | Amanda Hamilton | Amanda E Totten | Amanda Totten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Toastmasters International Type of business: Non profit Medina, OH Start date: 6/3/2019 Secretary Hours per week: 1 Hours during trading: 1 The secretary is responsible for the clubs records, such as recording meeting minutes during meetings. The secretary handles no money or dues, and is not responsible for any financial records or information. I merely take notes, keep record of events, and organize documents.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 9, 2025 - July 30, 2026

TRUE WEALTH DESIGN, LLC

RIA

CRD#: 143194

AKRON, OH

Past

January 27, 2020 - February 6, 2025

EDWARD JONES

RIA

CRD#: 250

ELYRIA, OH

Past

December 3, 2019 - February 6, 2025

EDWARD JONES

CRD#: 250

ELYRIA, OH

Past

September 17, 2019 - November 12, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

AKRON, OH

Past

August 16, 2016 - May 9, 2017

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE WEALTH DESIGN, LLC

TRUE WEALTH ACCOUNTING & TAX | TWD EDUCATIONAL PARTNERS | TRUE WEALTH PARTNERS | TRUE WEALTH DESIGN, LLC

CRD#: 143194 / SEC#: 801-113277

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

California

Registered Investment Advisory firm - (4/29/2010 Terminated)

Ohio

Registered Investment Advisory firm - (6/15/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/24/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2019

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 9/17/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/16/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUE WEALTH DESIGN, LLC

TRUE WEALTH ACCOUNTING & TAX | TWD EDUCATIONAL PARTNERS | TRUE WEALTH PARTNERS | TRUE WEALTH DESIGN, LLC

CRD#: 143194 / SEC#: 801-113277

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

California

Registered Investment Advisory firm - (4/29/2010 Terminated)

Ohio

Registered Investment Advisory firm - (6/15/2018 Terminated)

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Contact information

Main Address

700 Ghent Road Suite 100, Akron, OH 44333

Mailing Address

Phone number

(330) 777-0688

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-04-28 TRUE WEALTH DESIGN FORM ADV PART 2A (4/28/2025)

Regulatory assets under management

Total Number of Accounts	1,264
AUM (Assets Under Management)	$ 424,792,925

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Amanda E. Totten

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

EMPOWER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUE WEALTH DESIGN, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2020

Series 7TO

Date: 12/30/2019

Series 6TO

Date: 9/17/2019

SIE

Date: 5/9/2017

Series 6

Date: 8/16/2016

Current Firm

TRUE WEALTH DESIGN, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE WEALTH DESIGN, LLC

TRUST BUT VERIFY

Contact information

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