Overview
Assets Under Management: $134 million
Headquarters: GREAT FALLS, VA
High-Net-Worth Clients: 49
Average Client Assets: $2.6 million
Frequently Asked Questions
TRIO 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 #328042), TRIO WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRIO WEALTH MANAGEMENT, LLC is headquartered in GREAT FALLS, VA.
TRIO WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, TRIO WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRIO WEALTH MANAGEMENT, LLC manages $134 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, TRIO WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.96%
Average Client Assets: $2.6 million
Total Client Accounts: 338
Discretionary Accounts: 338
Regulatory Filings
CRD Number: 328042
Filing ID: 2076571
Last Filing Date: 2026-03-23 12:11:18