Trio Wealth Management, LLC
Trio Wealth Management, LLC is an SEC-registered wealth manager in Great Falls, VA with $134.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Trio Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328042, SEC 801-134440, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $134.0M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Great Falls, VA
- Employees
- 4
- Clients
- 87
- CRD
- 328042
- Ownership
- HUNDLEY, MICHELLE, PATTERSON; MCLOUGHLIN, KEVIN, D
How much AUM does Trio Wealth Management, LLC have?
Trio Wealth Management, LLC reported $134.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Trio Wealth Management, LLC?
Disclosed owners and executives of Trio Wealth Management, LLC include HUNDLEY, MICHELLE, PATTERSON, MCLOUGHLIN, KEVIN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.