THREE CORD TRUE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$318M

Discretionary

$313M

98% of AUM

Avg account

$317K

Accounts

1,004

Employees

Advisory reps

Firm details

Headquarters: BEAVER, Pennsylvania
CRD number: 307480
Registered since: September 2, 2020
Website: www.3ctruewealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI78.47%
Individuals20.93%
Charitable Organizations0.3%
Pension & Profit Sharing Plans0.21%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Three Cord True Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional clients and bills for services on a percentage-of-assets-under-management basis. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, and lists accounting among its business activities. Three Cord True identifies itself as an active ESG investor and is not structured as a capital allocator.