Three Cord True Wealth Management, LLC
Three Cord True Wealth Management, LLC is an SEC-registered mass-market adviser in Beaver, PA with $317.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Three Cord True Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307480, SEC 801-119394, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $317.9M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Beaver, PA
- Employees
- 9
- Clients
- 584
- CRD
- 307480
- Ownership
- ARBUTINA, TOD, REED; RAUGHT, NICHOLAS, JOHN; HOROVITZ RUDOY & ROTEMAN, LLC D/B/A H2R CPAS; ELLSWORTH, JOHN, PATRICK; Albanese, Amanda, Lee
How much AUM does Three Cord True Wealth Management, LLC have?
Three Cord True Wealth Management, LLC reported $317.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Three Cord True Wealth Management, LLC?
Disclosed owners and executives of Three Cord True Wealth Management, LLC include ARBUTINA, TOD, REED, RAUGHT, NICHOLAS, JOHN, HOROVITZ RUDOY & ROTEMAN, LLC D/B/A H2R CPAS, ELLSWORTH, JOHN, PATRICK, Albanese, Amanda, Lee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.