Three Cord True Wealth Management, LLC
Registered investment adviser · Beaver, PA · CRD #307480
Form ADV data as of 2026-09-01Regulatory assets
$317.9 million
Total accounts
1,004
Employees
9
Disclosure events
0
Firm details
- Website: https://www.3ctruewealth.com/
- Telephone: 724-683-3456
- SEC file number: 801-119394
- Most recent Form ADV filing: 2026-05-15
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $312.7 million |
| Non-discretionary regulatory assets under management | $5.1 million |
| Total regulatory assets under management | $317.9 million |
| Discretionary accounts | 999 |
| Non-discretionary accounts | 5 |
| Total accounts | 1,004 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 4 |
| Employees registered as investment adviser representatives with a state | 6 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 5 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $26.5 million |
| Clients for whom the firm has custody | 36 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 323 | $66.5 million |
| High net worth individuals | 254 | $249.5 million |
| Pension and profit sharing plans (not the participants or government plans) | 3 | $669,665 |
| Charitable organizations | 1 | $955,772 |
| Corporations or other businesses not listed above | 3 | $277,255 |