PPrivate Fund Data Log in Join · $37/mo

Michelle Patterson Hundley

Co-Founder And Ceo And Chief Compliance OfficerTrio Wealth Management, LLCCRD 6692766

About Michelle Patterson Hundley

Michelle Patterson Hundley is listed as Co-Founder And Ceo And Chief Compliance Officer at Trio Wealth Management, LLC in Great Falls, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Trio Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michelle Patterson Hundley work?

Michelle Patterson Hundley is listed as Co-Founder And Ceo And Chief Compliance Officer at Trio Wealth Management, LLC on SEC Form ADV.

How much of Trio Wealth Management, LLC does Michelle Patterson Hundley own?

Form ADV reports a beneficial ownership band of Over 75%.

Trio Wealth Management, LLC

TitleCo-Founder And Ceo And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
View Trio Wealth Management, LLC →