GREAT FALLS, VACRD 328042Latest ADV March 23, 2026
Trio Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Great Falls, VA. Its latest Form ADV filing, dated March 23, 2026, reports $134M in regulatory assets under management, 4 employees, 3 offices, and 338 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
49
2
Individuals
42.5%
37
3
Charitable
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of March 23, 2026
Discretionary100.0%
$134M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$134M
Total Accounts338
10Y AUM Change+$33M (+32.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee22:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.