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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2023
- Office Locations
- 1
Office Locations
About Trio Wealth Management, LLC
Trio Wealth Management is an independent, fee-only fiduciary RIA in Great Falls, VA providing comprehensive financial life planning and investment management, including retirement planning, tax and estate planning, education funding, and insurance reviews. The team emphasizes evidence-based portfolio construction grounded in Nobel Prize-winning academic research and typically custodies assets at Schwab and Fidelity.
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Owner & Executives
MICHELLE PATTERSON HUNDLEY
Chief Compliance Officer, Chief Executive Officer, Co-founder, Founder
- CRD
- #6692766
- Ownership
- 75% or more
KEVIN D MCLOUGHLIN
Chief Investment Officer, Co-founder, Founder
- CRD
- #4841719
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Charlotte Grace Bell
--
- CRD
- #7373601
Lauren Bell
--
- CRD
- #8215363
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,979,243 | $396,388 |
| Non-Discretionary | $0 | -- |
| Total | $133,979,243 | $396,388 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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