Audrey Petrus has been an investment adviser representative at True Wealth Design since February 2023, and is not listed among the firm’s executive officers or direct owners. Audrey Petrus holds a Degree in Financial Mathematics from Robert Morris University.
True Wealth Design, LLC is an Akron, OH firm with $494M under management, 366 clients and 7 advisers across 9 offices, as of its October 2026 filing.
Audrey Petrus is Wealth Advisor of True Wealth Design. She joined a small Registered Investment Advisor in 2014, where she quickly specialized in tax planning and preparation.
Audrey Petrus’ longest registration was 4 years at Plans to Prosper,llc (2019–2023). Before joining True Wealth Design in 2023, Audrey Petrus was registered through Plans to Prosper,llc.
- True Wealth Design, LLCCurrent– present · 3 yearsSewickley, PA · Adviser representative · Firm CRD 143194
- Plans to Prosper,llc– · 4 yearsWexford, PA · Adviser representative · Firm CRD 138076
Professional designations
Listed by True Wealth Design
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Audrey Petrus is registered as an investment adviser representative in 2 states. The first approvals date from February 2023; the most recent is Texas, in August 2026.
- PennsylvaniaSince 24 February 2023
- TexasSince 13 August 2026
Examinations
No examinations are on Audrey Petrus’s record.
- Full name
- Audrey Elaine Petrus
- CRD
- 7065355
- Firm
- True Wealth Design · CRD 143194
- Office
- 2591 WEXFORD BAYNE RD., SUITE 204, Sewickley, PA 15143
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewealthdesign.com
Where does Audrey Petrus work?
Audrey Petrus is an investment adviser representative registered through True Wealth Design, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Audrey Petrus a financial advisor?
Yes. Audrey Petrus has a current investment-adviser registration in Pennsylvania and Texas, through True Wealth Design since February 2023.
How many years of experience does Audrey Petrus have?
Audrey Petrus has 7 years in the financial industry, since January 2019, across 2 adviser firms.
Where is Audrey Petrus based?
Audrey Petrus’ registered office is in Sewickley, PA.
Is Audrey Petrus registered with FINRA?
No. Audrey Petrus has no current broker registration.
Is Audrey Petrus a CFP?
True Wealth Design lists Audrey Petrus with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Audrey Petrus’ record?
Search CRD 7065355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Audrey Petrus’ full registration record.
