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THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480File 801-119394
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$317.9M
Below cohort median (national)
Discretionary AUM
$312.7M
Non-discretionary $5.1M
Clients
584
1,004 accounts
Employees
9
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 2, 2020
- Principal office
- 535 THIRD STREET, BEAVER, PA, 15009
- Phone
- 724-683-3456
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $317.9M
- Discretionary AUM
- $312.7M
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 999
- Non-discretionary accounts
- 5
- Total accounts
- 1,004
- AUM per client
- $544K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $277K |
| Charitable organizations | Fewer than 5 | $956K |
| High net worth individuals | 254 | $249.5M |
| Pension and profit sharing plans | Fewer than 5 | $670K |
| Individuals (other than high net worth individuals) | 323 | $66.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.