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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Three Cord True Wealth Management LLC
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|---|---|
| CRD # | 307480 |
| SEC # | 801-119394 |
| CIK # | 0002056001 |
| AUM | $252.2 M (2025-04-16) |
| Employees | 8 (100% Investors, 62% Brokers) |
| Phone | 724-683-3456 |
| Address | 535 Third Street Beaver, PA 15009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 3.8 | ||
| Global MOFY Metaverse Ltd | 0.9 | ||
| Microsoft Corp | 0.6 | ||
| iShares Comex Gold Trust | 0.6 | ||
| Apple Inc | 0.6 | ||
| Amazon Com Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Boeing Co | 0.2 | ||
| Hansen Natural Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 57.6 |
| (b) Individuals (high net worth individuals) | 221 | 190.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.9 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 252.2 |
| By Discretionary | ||
| Discretionary | 830 | 248.6 |
| Non-Discretionary | 2 | 3.6 |
| Total | 832 | 252.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.2 | |
| Total | 832 | 252.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056001] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valor Financial Services LLC
✚
|
TN | 0.3 |
|
RPC Private Wealth LLC
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|
IL | 0.3 |
|
Stern Capital Management Inc
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|
NJ | 0.3 |
|
DWM Financial Group Inc
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|
IL | 0.3 |
|
The Mustico Financial Group Inc
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|
NY | 0.3 |
|
Envision Financial LLC
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|
WI | 0.3 |
|
Carter Financial LLC
✚
|
CA | 0.3 |
|
Garnett Advisors LLC
✚
|
TX | 0.3 |
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.3 |
|
JF Williams Co Inc
✚
|
CO | 0.3 |