Investment adviser · CRD 307480
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BEAVER, PA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $318M Form ADV · Item 5.F
- Client accounts
- 1,004 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 254 | $249,450,901 | 78.5% |
| Individuals | 323 | $66,534,453 | 20.9% |
| Charities | Fewer than 5 | $955,772 | 0.3% |
| Retirement plans | Fewer than 5 | $669,665 | 0.2% |
| Corporations & businesses | Fewer than 5 | $277,255 | 0.1% |
Filing source
Form ADV 2101318 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
535 THIRD STREETBEAVER, PA, 15009, United States
CRD 307480
Filing source
Form ADV 2101318 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.