Will Smith has been an investment adviser representative at True Wealth Design since October 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Will Smith’s longest registration was 1 year at Jentner Wealth Management (2024–2025). Before joining True Wealth Design in 2026, Will Smith was registered through Beacon Pointe Advisors, LLC and Jentner Wealth Management.
- True Wealth Design, LLCCurrent– present · under a yearAkron, OH · Adviser representative · Firm CRD 143194
- Beacon Pointe Advisors, LLC– · 1 yearAkron, OH · Adviser representative · Firm CRD 119290
- Jentner Wealth Management– · 1 yearAkron, OH · Adviser representative · Firm CRD 105248
Investment adviser representative registrations
Will Smith is registered as an investment adviser representative in Ohio, since October 2026.
- OhioSince 4 October 2026
Examinations
No examinations are on Will Smith’s record.
- Full name
- Will Michael Smith
- CRD
- 6081846
- Firm
- True Wealth Design · CRD 143194
- Office
- 700 GHENT ROAD, SUITE 100, Akron, OH 44333
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Will Smith work?
Will Smith is an investment adviser representative registered through True Wealth Design, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Will Smith a financial advisor?
Yes. Will Smith has a current investment-adviser registration in Ohio, through True Wealth Design since October 2026.
How many years of experience does Will Smith have?
Will Smith has 2 years in the financial industry, since May 2024, across 3 adviser firms.
Where did Will Smith work before True Wealth Design?
Before True Wealth Design, Will Smith was registered through Beacon Pointe Advisors, LLC, July 2025 to August 2026; Jentner Wealth Management, March 2024 to July 2025.
Where is Will Smith based?
Will Smith’s registered office is in Akron, OH.
Is Will Smith registered with FINRA?
No. Will Smith has no current broker registration.
How can I verify Will Smith’s record?
Search CRD 6081846 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Will Smith’s full registration record.
