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THREE CORD TRUE WEALTH MANAGEMENT, LLC

BEAVER, PA · CRD 307480 · IAPD ↗ · 3ctruewealth.com · 724-683-3456

$317.9MRegulatory AUM
7Advisory reps
9Employees
44Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THREE CORD TRUE WEALTH MANAGEMENT, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — THREE CORD TRUE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($252.2M -> $317.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — THREE CORD TRUE WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — THREE CORD TRUE WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — THREE CORD TRUE WEALTH MANAGEMENT, LLC reported RAUM up 32% ($191.2M -> $252.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
January 2025 — THREE CORD TRUE WEALTH MANAGEMENT, LLC notice-filed in NC, NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — THREE CORD TRUE WEALTH MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — THREE CORD TRUE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($150.3M -> $191.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.