Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$252,157,705
Total clients
503
44% high-net worth
Total advisors
9
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
56
Average account size
$501,308
Three Cord True Wealth Management, LLC serves individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans with comprehensive financial planning and wealth management services. The firm provides portfolio management (discretionary and non-discretionary), financial planning and consulting, ERISA Section 3(21) retirement plan advisory services, and facilitates IRA rollover guidance.
As an SEC-registered fiduciary, the firm emphasizes diversified, asset-allocation-driven portfolios tailored to clients’ risk tolerance and objectives, using LPL Research, model portfolios, and periodic account reviews. It delivers advice through a mix of direct management and selection of third‑party managers via LPL’s Manager Access Select (SMA and model platforms) and maintains ongoing monitoring and reporting, including exception reports for wrap accounts.
Distinctive features include an affiliated accounting entity (Three Cord True Wealth Tax Solutions) and CPAs on staff that provide tax preparation and related services, several advisory personnel who are registered representatives of LPL Financial, and licensed insurance professionals able to recommend insurance and variable annuity products. The firm also sponsors a wrap-fee program and uses LPL’s custodial and platform arrangements—combinations that the brochure discloses give rise to specific conflicts (insurance commissions, broker-dealer compensation, mutual fund share-class issues) which the firm addresses in its policies.
$0+: 0.7% annually $0+: up to 1.3% annually
Commissions earned by licensed insurance professionals for sale of insurance and variable annuity products
Account minimum: $50,000 Fee-only: 0.7% to 1.3% annually for advisory services
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Three Cord True Wealth Management, LLC
535 Third Street
Beaver PA 15009, United States
Number of offices
1
CFP®, CFA®, Series 63, Series 66
Beaver, PA
Three Cord True Wealth Management, LLC
Series 66
Beaver, PA
Three Cord True Wealth Management, LLC
CFP®, Series 63, Series 66
Beaver, PA
Three Cord True Wealth Management, LLC
Series 63, Series 66
Beaver, PA
Three Cord True Wealth Management, LLC
CFP®, Series 66
Beaver, PA
Three Cord True Wealth Management, LLC
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