TRIO WEALTH MANAGEMENT, LLC
CRD #328042 SEC #801-134440 GREAT FALLS, VA (703) 459-9171
SEC Registered
Total AUM
$101.4M
Discretionary
$101.4M
Employees
3
Clients
51
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $101.4M | $101.4M | $0 | 3 | 0 |
| Aug 2025 | $101.4M | $101.4M | $0 | 3 | 0 |
DateSep 2025
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees3
Clients0