# Three Cord True Wealth Management

Three Cord True Wealth Management is a Bank / Wealth / Trust based in Beaver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beaver, United States
- **Region:** North America
- **Address:** Beaver, PA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** 3ctruewealth.com
- **LinkedIn:** https://www.linkedin.com/company/3ctruewealthmanagement

## Regulatory record

- **CRD number:** 307480
- **SEC file number:** 801-119394
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307480

## About

Three Cord True Wealth Management was established in 2020 in Beaver, Pennsylvania, a historic Ohio River town northwest of Pittsburgh. The firm registered as an independent investment advisor to serve individuals, high-net-worth families, and organizations in western Pennsylvania. Its founding came as parts of the advisory industry shifted toward integrated planning models, combining investment management with tax-aware financial planning under one fiduciary roof. The firm provides financial planning, portfolio management, and tax planning services. Its asset-class mix spans equity and fixed-income portfolios, tax-advantaged municipal bond exposure common to Pennsylvania-based advisors, and retirement-income strategies for clients in or near distribution phase. Geographic coverage concentrates on Beaver County and the wider Pittsburgh metropolitan area — a market shaped by a legacy of industrial wealth transitioning into professional-services and healthcare prosperity. Three Cord's website domain (3ctruewealth. Three Cord operates as a small practice — headcount and total regulatory assets under management are undisclosed, consistent with an exempt reporting advisor profile below the $100 million threshold that triggers fuller SEC disclosure. The firm does not publish team bios, office locations beyond Beaver, or adjacent philanthropic or operating-company structures. No publicly reported deals, funds, or co-investment activity are associated with Three Cord, reflecting its posture as a planning-centric advisory serving a concentrated local client base rather than a multi-office platform with institutional allocator relationships. What distinguishes Three Cord structurally from competing local RIAs is its explicit branding around the threefold cord concept — financial planning, investment management, and tax strategy woven into a single advisory mandate. In a market dense with generalist wealth managers and bank-trust departments, this integrated fiduciary model, however small, offers an architectural clarity that many local peers do not articulate as cleanly. Recent publicly sourced operational events are unavailable. Regulatory filings do not show acquisitions or team expansions since the firm's founding.

## Sectors

- Financial Services

## Questions

### What is the meaning behind the name 'Three Cord True Wealth Management'?

The name references Ecclesiastes 4:12 — 'a cord of three strands is not quickly broken.' The firm applies this principle to its integrated advisory approach: financial planning, investment management, and tax planning woven together. The branding communicates a philosophy where client outcomes derive from coordinated advice across disciplines rather than piecemeal services.

### What services does Three Cord True Wealth Management offer?

Per its firm disclosure and public messaging, Three Cord provides investment advisory services spanning financial planning, portfolio management, and tax planning. The firm serves individuals, high-net-worth individuals, and organizations. Its tripartite model positions tax planning as a core competency alongside investment strategy, not an afterthought outsourced to a third-party CPA.

### Where is Three Cord True Wealth Management located?

The firm is headquartered in Beaver, Pennsylvania — a borough in Beaver County, roughly 30 miles northwest of Pittsburgh along the Ohio River. Beaver and its surrounding communities form the core of the firm's geographic focus within the greater Pittsburgh metropolitan region.

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Last updated: 2026-08-11T02:43:31.692Z

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