Three Cord True Wealth Management, LLC

RIASEC Registered
Total AUM
$318M
Discretionary
$313M
98% of AUM
Avg account
$317K
Accounts
1,004
Employees
9
Advisory reps
7

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 that began SEC registration in 2020. The firm serves both individuals/families and institutional clients, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning and portfolio management for individuals and small businesses. In addition to advisory services, the firm’s team performs broker-dealer registered representative activities, insurance brokerage, and accounting work. Three Cord identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, US Government Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$276M in ETFs

Passive

73%

$202M

Active

26%

$74.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG)State StreetPassiveLarge Growth$32.7M265,33911.83%
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Location

Primary office

Beaver, PA

Beaver

Location

Beaver, PA

Headquartered in Beaver, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Beaver
Address
535 3rd St
Time zone
ET (UTC-5)
Office locations

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