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34 Financial, LLC

34 Financial, LLC. CRD 329383

34 Financial, LLC logo

CRD: 329383

34 Financial, LLC

Atlanta, GA, 30305
4043832100
www.trgwm.com
$101.0M Total AUM
$101.0M Disc. AUM
-- 3Y CAGR
4 Employees
90 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vital bridge
Established Date
01-04-2024
Office Locations
2

Office Locations

2370 Elder Mill RD Watkinsville GA
2827 Peachtree RD Suite 620 Atlanta GA

About 34 Financial, LLC

TRG Wealth Management is a boutique wealth management firm serving select individuals, multigenerational families, businesses and charities nationwide. The team provides investment management alongside trust & estate planning, liquidity solutions and charitable giving support, using a collaborative, goals-based process. Securities are offered through Charles Schwab & Co.; portfolios appear ETF-centric.

Team overview

55 AVG AGE
$25.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Delta atlas Atlas zenith Bridge matrix Value Timber harbor

Custodian

Optima frontier Value Ember

Investment Vehicles

Insight capital

Services

Momentum Vital Insight insight Unison Pathway Atlas

Technology

Signal

Owner & Executives

JEFFREY TYLER SHAVER

JEFFREY TYLER SHAVER

Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer

CRD
#2675592
Ownership
50% but less than 75%
(391) 948-8868
summit.frontier@horizoncapital.com
in linkedin.com/in/prime-crest
J

Joseph P Young

President

CRD
#4068656
Ownership
50% but less than 75%
(866) 648-4314
vector.momentum@legacycapital.com
in linkedin.com/in/pathway-peak

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Contacts

C

Cody Collins

--

CRD
#8048215
(978) 925-2658
frontier.insight@vitalcapital.com
in linkedin.com/in/element-beacon
THOMAS JAMES HOULE

THOMAS JAMES HOULE

--

CRD
#2087392
(537) 736-5051
crest.unison@pathwaycapital.com
in linkedin.com/in/foundation-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-12-2026
Category Assets AVG. Account size
Discretionary $100,983,071 $1,085,839
Non-Discretionary $0 --
Total $100,983,071 $1,085,839

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Separately Managed Accounts

Total SMA Asset: $100,983,071

$101.0M Total SMA
Equity - Exchange:
9.5%
Public Funds:
13.6%
Other:
42.6%
Cash:
24.5%
Private Funds:
9.8%
Asset class Assets Assets %
Equity - Exchange $369,955,808 9.5%
Public Funds $529,620,945 13.6%
Other $1,658,959,726 42.6%
Cash $954,096,556 24.5%
Private Funds $381,638,623 9.8%
Total $3,894,271,658 100.0%

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