Amanda E. Totten

TRUE WEALTH DESIGN

Akron, OH 44333

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CRD#: 6565420

Professional summary

Amanda Erin Totten, who also goes by Amanda E Hamilton, Amanda Erin Hamilton, Amanda Hamilton, Amanda E Totten, Amanda Totten, is a registered financial advisor currently at TRUE WEALTH DESIGN, LLC located in Akron, Ohio.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Amanda has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Erin Totten's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 9, 2025 - Present

TRUE WEALTH DESIGN, LLC

Office #1: 700 Ghent Road Suite 100, Akron, OH 44333

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/9/2025)

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

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Erin Totten's CRS (Customer 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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