Three Cord True Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 307480
- SEC number
- 801-119394
- Firm type
- RIA
- Assets under management
- $317.9M as of May 15, 2026
- Website
- www.3ctruewealth.com ↗
- Phone
- 724-683-3456
- Address
- 535 Third Street, Beaver, PA, 15009
Advisors at this firm
6 in our index · page 1 of 1
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Tod Reed ArbutinaCRD 3068276 · Beaver, PAIA RegisteredRegistration inactive
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Dana Marie FitzgeraldCRD 8168190 · Beaver, PAIA RegisteredBroker
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James Emory GarrCRD 2398343 · Beaver, PAIA RegisteredBroker
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Robert Timothy HoldcroftCRD 6066595 · Beaver, PAIA RegisteredBroker
-
Nicholas John RaughtCRD 6010847 · Beaver, PAIA RegisteredBroker
-
Vasilios K RizosCRD 6565988 · Beaver, PAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 307480 ↗
FINRA BrokerCheck record for firm CRD 307480 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.