Audrey E. Petrus

TRUE WEALTH DESIGN

SEWICKLEY, PA 15143

Some features on this profile are disabled

CRD#: 7065355

Professional summary

Audrey Elaine Petrus, CFP® is a registered financial advisor currently at TRUE WEALTH DESIGN, LLC located in Sewickley, Pennsylvania.

Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Audrey has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Audrey Elaine Petrus'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®

CFP^®

Certified Financial Planner

Experience

Current

February 24, 2023 - Present

TRUE WEALTH DESIGN, LLC

Office #1: 2591 Wexford Bayne Rd. Ste 204, Sewickley, PA 15143

RIA

CRD#: 143194

SEWICKLEY, PA

Past

January 24, 2019 - February 27, 2023

PLANS TO PROSPER,LLC

RIA

CRD#: 138076

WEXFORD, PA

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

Pennsylvania
(2/24/2023)

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

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Audrey E. Petrus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Elaine Petrus's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH DESIGN, LLC

PLANS TO PROSPER,LLC

Primary Firm SEC Registration

TRUE WEALTH DESIGN, LLC

State Registrations and Notice Filings

Exams

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

Similar Advisors