SourcingSourcing

THREE CORD TRUE WEALTH MANAGEMENT, LLC

C33
CRD 307480·SEC 801-119394·BEAVER, PA
AUM
$317.9M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$954K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD
307480
SEC file #
801-119394
EIN
844283106
DBA names
—

Economics

AUM
$317.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$100.1M → $317.9M▲ +218%
Client mix
Individuals Other323
Individuals High Net Worth254
Pension Profit Sharing Plans3
Corporations3
Charitable Organizations1

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
4 advisors → 7 advisors▲ +75%
Primary office
BEAVER PA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
3ctruewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THREE CORD TRUE WEALTH HOLDINGS II,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
THREE CORD TRUE WEALTH HOLDINGS II,
Albanese, Amanda, Lee
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
3CTRUEWEALTH.COM
Rdap Domain Creation Date
2020-02-14T18:13:32Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
30,757
Form 5500 Compensation Trajectory 3y
202530,757
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
30,757
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002056001
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2025-02-19
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002085853-26-000502

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
535 THIRD STREETBEAVER, PA 15009
Business
535 THIRD STREETBEAVER, PA 15009
Edgar EIN
844283106
Edgar Recent Filings
13F-HR2026-04-27 · 0002085853-26-000502
13F-HR2026-02-05 · 0002085853-26-000203
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-14T18:13:32Z
Rdap Domain Last Changed
2024-12-16T07:44:53Z
Rdap Nameservers
Ns15.worldnic.comNs16.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (7)

7
Albanese, Amanda, Lee
Executive Officer · 2.5%
7460847
JAMES EMORY GARR
IAR
2398343
Vasilios K Rizos
IAR
6565988
NICHOLAS JOHN RAUGHT
IAR
6010847
TOD REED ARBUTINA
IAR
3068276
Dana Marie Fitzgerald
IAR
8168190
ROBERT TIMOTHY HOLDCROFT
IAR
6066595