THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD #307480 SEC #801-119394 BEAVER, PA 724-683-3456
SEC Registered
Total AUM
$252.2M
Discretionary
$248.6M
Employees
9
Clients
--
Accounts
832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $252.2M | $248.6M | $3.6M | 9 | 46 |
| Apr 2025 | $252.2M | $248.6M | $3.6M | 8 | 46 |
| Feb 2025 | $252.2M | $248.6M | $3.6M | 8 | 46 |
| Dec 2024 | $191.2M | $187.4M | $3.8M | 8 | 45 |
| Jul 2024 | $191.2M | $187.4M | $3.8M | 8 | 45 |
| Jun 2024 | $191.2M | $187.4M | $3.8M | 7 | 45 |
| Mar 2024 | $191.2M | $187.4M | $3.8M | 7 | 45 |
| Feb 2024 | $150.3M | $146.9M | $3.4M | 8 | 50 |
| Oct 2023 | $150.3M | $146.9M | $3.4M | 8 | 50 |
| Mar 2023 | $150.3M | $146.9M | $3.4M | 9 | 50 |
| Mar 2023 | $150.3M | $146.9M | $3.4M | 9 | 50 |
| Oct 2022 | $156M | $156M | $0 | 8 | 52 |
| Apr 2022 | $156M | $156M | $0 | 8 | 52 |
| Mar 2022 | $156M | $156M | $0 | 8 | 52 |
| Oct 2021 | $120.6M | $120.6M | $0 | 4 | 56 |
| Oct 2021 | $120.6M | $120.6M | $0 | 4 | 56 |
| Apr 2021 | $120.6M | $120.6M | $0 | 4 | 56 |
| Mar 2021 | $120.6M | $120.6M | $0 | 4 | 56 |
| Dec 2020 | $100.1M | $100.1M | $0 | 4 | 151 |
DateDec 2025
Total AUM$252.2M
Discretionary$248.6M
Non-Disc.$3.6M
Employees9
Clients46
DateApr 2025
Total AUM$252.2M
Discretionary$248.6M
Non-Disc.$3.6M
Employees8
Clients46
DateFeb 2025
Total AUM$252.2M
Discretionary$248.6M
Non-Disc.$3.6M
Employees8
Clients46
DateDec 2024
Total AUM$191.2M
Discretionary$187.4M
Non-Disc.$3.8M
Employees8
Clients45
DateJul 2024
Total AUM$191.2M
Discretionary$187.4M
Non-Disc.$3.8M
Employees8
Clients45
DateJun 2024
Total AUM$191.2M
Discretionary$187.4M
Non-Disc.$3.8M
Employees7
Clients45
DateMar 2024
Total AUM$191.2M
Discretionary$187.4M
Non-Disc.$3.8M
Employees7
Clients45
DateFeb 2024
Total AUM$150.3M
Discretionary$146.9M
Non-Disc.$3.4M
Employees8
Clients50
DateOct 2023
Total AUM$150.3M
Discretionary$146.9M
Non-Disc.$3.4M
Employees8
Clients50
DateMar 2023
Total AUM$150.3M
Discretionary$146.9M
Non-Disc.$3.4M
Employees9
Clients50
DateMar 2023
Total AUM$150.3M
Discretionary$146.9M
Non-Disc.$3.4M
Employees9
Clients50
DateOct 2022
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees8
Clients52
DateApr 2022
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees8
Clients52
DateMar 2022
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees8
Clients52
DateOct 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients56
DateOct 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients56
DateApr 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients56
DateMar 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients56
DateDec 2020
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees4
Clients151