Adviser Profile
| As of Date | 10/01/2025 |
| Registration status | Registration Changed to TRIO WEALTH MANAGEMENT, LLC |
| ADV Location | GREAT FALLS, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 101,428,899 39% |
| of that, discretionary | 101,428,899 39% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 334,749 13% |
| % High Net Worth | 58.44% -2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS | Filing Date01/03/2025 | Form ADV-E View Report |