Three Cord True Wealth Management, LLC
● SEC registered since 2020CRD 307480SEC# 801-119394Beaver, PA
Reg. AUM
$317.9M
Employees
9
Accounts
1,004
Location
Beaver, PA
Three Cord True Wealth Management, LLC assets under management
Three Cord True Wealth Management, LLC is an SEC-registered investment adviser based in Beaver, PA. The firm has been registered since 2020. It reports $317.9 million in regulatory assets under management and employs 9 people.
Three Cord True Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Lee Albanese | Chief Compliance Officer | Under 5% | 2022 |
| Three Cord True Wealth Holdings II, LLC Control | Owner | Over 75% | 2026 |
| Nicholas John Raught Control | Owner | 25-50% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Three Cord True Wealth Management, LLC manage?
Three Cord True Wealth Management, LLC reports $317.9 million in regulatory assets under management on its Form ADV.
How many employees does Three Cord True Wealth Management, LLC have?
Three Cord True Wealth Management, LLC reports 9 employees.
Where is Three Cord True Wealth Management, LLC located?
Three Cord True Wealth Management, LLC is based in Beaver, PA and has been SEC-registered since 2020.
Does Three Cord True Wealth Management, LLC disclose fund performance?
Three Cord True Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 Third Street, Beaver, PA 15009 |
| Phone | 724-683-3456 |
| Office hours | 9:00-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.9M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$317.9Mregulatory AUM
Discretionary $312.7MNon-discretionary $5.1M