# TRIO WEALTH MANAGEMENT, LLC

TRIO WEALTH MANAGEMENT, LLC of GREAT FALLS, VA is an SEC-registered investment adviser.

## Registration

- CRD: 328042
- Type: SEC-registered investment adviser
- SEC file number: 801-134440
- Location: 774A WALKER ROAD, GREAT FALLS, VA, 22066
- Phone: (703) 459-9171
- Latest filing: 2026-03-23
- Regulatory AUM: $134.0M
- Discretionary AUM: $134.0M
- Clients: 4
- Accounts: 338

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Patterson Hundley | CO-FOUNDER AND CEO AND CHIEF COMPLIANCE OFFICER | — |
| Kevin D Mcloughlin | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328042/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328042/similar
- Related entities: https://search.stillhousedata.com/firm/328042/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328042

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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.