CRD: 307480
Three Cord True Wealth Management, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-02-2020
- Office Locations
- 1
Office Locations
About Three Cord True Wealth Management, LLC
Three Cord True Wealth Management is a fiduciary, fee-based wealth management firm integrating investment management with proactive tax planning. The team includes CFP, CPA, CFA, and EA professionals supporting high-income families, business owners, retirees, and executives with complex compensation, plus legacy and estate planning. Based in Beaver County serving Pittsburgh and nationwide, they have advised clients since 1999 and custody on LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Amanda Lee Albanese
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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TOD REED ARBUTINA
--
- CRD
- #3068276
Dana Marie Fitzgerald
--
- CRD
- #8168190
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,749,386 | $313,062 |
| Non-Discretionary | $5,138,660 | $1,027,732 |
| Total | $317,888,046 | $316,622 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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