TRICORD WEALTH ADVISORS

TRICORD WEALTH ADVISORS of COLUMBUS, OH is an SEC-registered investment adviser (CRD 119921). Regulatory assets under management: $7.7M.

Registration

• CRD: 119921
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search