Michelle Patterson Hundley
Co-Founder And Ceo And Chief Compliance OfficerTrio Wealth Management, LLCCRD 6692766
About Michelle Patterson Hundley
Michelle Patterson Hundley is listed as Co-Founder And Ceo And Chief Compliance Officer at Trio Wealth Management, LLC in Great Falls, VA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Trio Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michelle Patterson Hundley work?
Michelle Patterson Hundley is listed as Co-Founder And Ceo And Chief Compliance Officer at Trio Wealth Management, LLC on SEC Form ADV.
How much of Trio Wealth Management, LLC does Michelle Patterson Hundley own?
Form ADV reports a beneficial ownership band of Over 75%.
Trio Wealth Management, LLC
| Title | Co-Founder And Ceo And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |