# Tricord Wealth Advisors

Tricord Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/financial-management-consultants-inc-

## Regulatory record

- **CRD number:** 119921
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119921

## About

TRICORD WEALTH ADVISORS is a state-registered investment adviser in Columbus, OH. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who leads Tricord Wealth Advisors?

Tricord Wealth Advisors does not publicly name its leadership or ownership structure. Public records, including SEC filings, do not identify a named principal or CEO. This is a common practice for smaller or closely held RIAs.

### How large is Tricord Wealth Advisors by assets under management?

Tricord Wealth Advisors does not publicly disclose its AUM. No third-party source provides verified AUM figures. The firm is classified as an RIA, which does not require public AUM reporting.

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Last updated: 2026-06-03T20:00:00.000Z

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