| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin D McLoughlin | Co-Founder And Chief Investment Officer | 10-25% | 2023 |
| Michelle Patterson Hundley Control | Co-Founder And Ceo And Chief Compliance Officer | Over 75% | 2023 |
Trio Wealth Management, LLC reports $101.4 million in regulatory assets under management on its Form ADV.
Trio Wealth Management, LLC reports 3 employees.
Trio Wealth Management, LLC is based in Great Falls, VA and has been SEC-registered since 2025.
Trio Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 774a Walker Road, Great Falls, VA 22066 |
| Phone | (703) 459-9171 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $101.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $101.4M |