Trio Wealth Management, LLC: new SEC registration, $134M AUM, Great Falls, VA
Trio Wealth Management, LLC (Great Falls, Virginia): new SEC registration, $134M AUM, Great Falls, VA. Its amount of 134 is above the median of 134 (50th percentile). Dated 402 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 134 · 50th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Trio Wealth Management, LLC |
| Legal name | Trio Wealth Management, LLC |
| CRD | 328042 |
| Status | Approved |
| Registered with the SEC | 2025-09-29 |
| Latest Form ADV filing | 2026-09-29 |
| Location | Great Falls, VA, United States |
| Regulatory AUM | $133,979,243 |
| Accounts | 338 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/trio-wealth-management-llc/ |
| amount percentile | 50th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Trio Wealth Management, LLC and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Trio Wealth Management, LLC's amount: 50th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $134M under management.
- Website on file.
What is the NewRiaPulse record for Trio Wealth Management, LLC in Great Falls, Virginia?
Trio Wealth Management, LLC received SEC registration as an investment adviser (2025-09-29) with $133,979,243 in regulatory assets under management, based in Great Falls, VA.
How does Trio Wealth Management, LLC compare to other Virginia NewRiaPulse records?
Its amount of 134 sits in the upper half (50th percentile) of 1,149 records; the median is 134. It is 402 days old; check the official source for later updates before acting.
Trio Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Trio Wealth Management, LLC | Great Falls, VA | 134 | 50th | 2025-09-29 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.