Overview
Assets Under Management: $252 million
Headquarters: BEAVER, PA
High-Net-Worth Clients: 221
Average Client Assets: $862,870
Frequently Asked Questions
THREE CORD TRUE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307480), THREE CORD TRUE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
THREE CORD TRUE WEALTH MANAGEMENT, LLC is headquartered in BEAVER, PA.
THREE CORD TRUE WEALTH MANAGEMENT, LLC serves 221 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, THREE CORD TRUE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THREE CORD TRUE WEALTH MANAGEMENT, LLC manages $252 million in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, THREE CORD TRUE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.63
Average High-Net-Worth Client Assets: $862,870
Total Client Accounts: 832
Discretionary Accounts: 830
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 307480
Filing ID: 2035003
Last Filing Date: 2025-12-22 15:57:54
Website: 0