|
⚲
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| Three Cord True Wealth Management LLC
✚
| |
|---|---|
| CRD # | 307480 |
| SEC # | 801-119394 |
| CIK # | |
| AUM | $191.2 MM (2024-07-31) |
| Employees | 8 (100% Investors, 62% Brokers) |
| Phone | 724-683-3456 |
| Address | 535 Third Street Beaver, PA 15009 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 47.5 |
| (b) Individuals (high net worth individuals) | 160 | 141.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.8 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 191.2 |
| By Discretionary | ||
| Discretionary | 639 | 187.4 |
| Non-Discretionary | 1 | 3.8 |
| Total | 640 | 191.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.2 | |
| Total | 640 | 191.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gray William Loyd Jr
✚
|
TN | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
|
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
|
VCI Wealth Management LLC
✚
|
MO | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
Osprey Capital Management Corp
✚
|
FL | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Archer Portfolio Management Inc
✚
|
0.2 |