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Co-Founder and CEO and Chief Compliance Officer · Trio Wealth Management, LLC

Michelle P. Hundley

CRD 6692766 · Named on Form ADV at one SEC-registered adviser

At a glance

Trio Wealth Management, LLC, an SEC-registered wealth manager based in Great Falls, VA with $134 million in regulatory assets, lists Michelle P. Hundley on its Form ADV as Co-Founder and CEO and Chief Compliance Officer, a control person.

Firms and roles

  • Trio Wealth Management, LLCCo-Founder and CEO and Chief Compliance OfficerWealth manager · Great Falls, VA · $134M in regulatory assets

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.