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Michelle Patterson Hundley

Trio Wealth Management, LLC

Great Falls, VA

CRD 6692766

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Employer firm

Trio Wealth Management, LLC CRD 328042

$134M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Trio Wealth Management, Llc

774A Walker Road, Great Falls, VA 22066 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-23
TX RA APPROVED_RES 2024-03-17
VA RA APPROVED 2023-10-03
  • NC RA
    APPROVED
    Since 2026-03-23
  • TX RA
    APPROVED_RES
    Since 2024-03-17
  • VA RA
    APPROVED
    Since 2023-10-03

Branch Locations

774A Walker Road, Great Falls, VA 22066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hemington Wealth Management Tysons VA 02/2014 03/2018
Goldman Sachs (Formerly United Capital Advisors, Llc) Newport Beach CA 03/2018 07/2023
Trio Wealth Management, Llc Great Falls VA 08/2023 Present
  • 02/2014 → 03/2018
    Hemington Wealth Management
    Tysons, VA
  • 03/2018 → 07/2023
    Goldman Sachs (Formerly United Capital Advisors, Llc)
    Newport Beach, CA
  • 08/2023 → Present
    Trio Wealth Management, Llc
    Great Falls, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-22
  • S65 Uniform Investment Adviser Law Examination
    2016-08-22
Designations
  • Certified Financial Planner
Other Names
  • Michelle Lyn Patterson
  • Michelle Patterson Bell

View on SEC IAPD

Nearby Firms

OKEANOS VENTURE MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
DECISIONMAP WEALTH MANAGEMENT, LLC

Nearby Investors

KEVIN D MCLOUGHLIN
Charlotte Grace Bell
Lauren Bell

Nearby Offices

OKEANOS VENTURE MANAGEMENT LLC · GREAT FALLS, VA
WELLS FARGO CLEARING SERVICES, LLC · GREAT FALLS, VA
DECISIONMAP WEALTH MANAGEMENT, LLC · GREAT FALLS, VA

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