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Building 2TRIO WEALTH MANAGEMENT, LLC

Map pinGREAT FALLS, VA
Phone(703) 459-9171
NotebookSEC #801-134440
Total AUM
$134M
Employees
4
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
774A WALKER ROAD
GREAT FALLS
VA 22066
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(703) 459-9171
Other Offices
3

ReceiptFinancials

Total AUM
$134M
Accounts
338
Discretionary
$134M
Accounts
338
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$7.4M
HNW Individual Clients
49
AUM
$125.9M
Charitable Organization Clients
1
AUM
$637.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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