TRIO WEALTH MANAGEMENT, LLC

TRIO WEALTH MANAGEMENT, LLC of GREAT FALLS, VA is an SEC-registered investment adviser (CRD 328042). Regulatory assets under management: $134.0M.

Registration

• CRD: 328042
• SEC file number: 801-134440
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search