| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Lee Albanese | Chief Compliance Officer | Under 5% | 2022 |
| Three Cord True Wealth Holdings, LLC Control | Owner | Over 75% | 2022 |
| Tod Reed Arbutina Control | President | Under 5% | 2020 |
Three Cord True Wealth Management, LLC reports $252.2 million in regulatory assets under management on its Form ADV.
Three Cord True Wealth Management, LLC reports 8 employees.
Three Cord True Wealth Management, LLC is based in Beaver, PA and has been SEC-registered since 2020.
Three Cord True Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 535 Third Street, Beaver, PA 15009 |
| Phone | 724-683-3456 |
| Office hours | 9:00-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $248.6M |
| Non-discretionary | $3.6M |
| Total (RAUM) | $252.2M |