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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUNDLEY, MICHELLE, PATTERSON | I | CO-FOUNDER AND CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUNDLEY, MICHELLE, PATTERSON | I | CO-FOUNDER AND CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCLOUGHLIN, KEVIN, D | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | B | |
| MCLOUGHLIN, KEVIN, D | I | CO-FOUNDER AND CHIEF INVESTMENT OFFICER | B |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (2)
TX VA
Address
774A WALKER ROADGREAT FALLS, VA 22066
United States
Phone: (703) 459-9171