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, SEC-registered registered investment adviser that positions itself as a hands-on capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, selects and monitors third-party advisers, and runs educational seminars and workshops. Its fee mix combines percentage-of-AUM and fixed-fee arrangements. Trio is not an ESG-focused manager, does not describe itself as a multi-state or pension consultant, and operates under individual ownership.
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
2 of 2
Michelle Hundley
CEO & Co-FounderCRD 6692766
Kevin Mcloughlin
CIO and Co-FounderCRD 4841719
Contacts
2 of 2
Charlotte Bell
Wealth AdvisorCRD 7373601
Lauren Bell
Client Relationship ManagerCRD 8215363
Wealth 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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