# TRICORD WEALTH ADVISORS

TRICORD WEALTH ADVISORS of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 119921
- Type: SEC-registered investment adviser
- Location: 5000 ARLINGTON CENTRE BLVD., COLUMBUS, OH, 43220
- Phone: 614-436-1658
- Latest filing: 2026-01-09
- Regulatory AUM: $7.7M
- Non-discretionary AUM: $7.7M
- Clients: 1
- Accounts: 81

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119921/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119921/similar
- Related entities: https://search.stillhousedata.com/firm/119921/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119921

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.