← Back to searchVisit website
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480 · SEC 801-119394
535 THIRD STREET, BEAVER, PA, 15009, United States
Phone
724-683-3456
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.9M
Discretionary AUM
$312.7M
Team
9 total employees; 7 advisory reps; 44 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $66.5M |
| High net worth individuals | 254 | $249.5M |
| Pension/profit sharing plans | 3 | $670K |
| Charitable organizations | 1 | $956K |
| Corporations/business entities | 3 | $277K |
States served
AZ, MD, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD