Trio Wealth Management, LLC
Firm details
- Headquarters
- Great Falls, Virginia
- CRD number
- 328042
- Registered since
- September 29, 2025
- Website
- triowm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.96%
- Individuals5.56%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Trio Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2025. The firm operates as a limited liability company with an individual-owner structure and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements blend percentage-of-assets and fixed-fee models. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities14%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds5%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Great Falls, VA
Fairfax
Location
Great Falls, VA
Headquartered in Great Falls, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 774 Walker Rd
- Time zone
- ET (UTC-5)
- Office locations
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