DFX Intelligence

RIA Intelligence

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SEC-registered adviser

T•••• C••• T••• W••••• M••••••••• L••

Independent wealth managerBeaver, PennsylvaniaCRD 307480SEC 801-119394website IAPD

Latest filing May 15, 2026

First filing on the tape Aug 3, 2020 · 29 filings

SEC status approved since Sep 2, 2020

RAUM

$318M

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

99%

$316M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$53.0M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

29 filings and snapshots on the tape

RAUM$318M as of May 15, 2026

Mar 30, 2021$121M then

HNW client RAUM$249M as of May 15, 2026

Mar 30, 2021$51.7M then

State-registered IARs (5.B.3)6 as of May 15, 2026

Mar 30, 20214 then

Employees (5.A)9 as of May 15, 2026

Mar 30, 20214 then

Private funds: no history

RAUM +26% over the last fiscal year+28% a year over threeIARs 5 to 6

Practice profile

derived from the filing of May 15, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $53.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 96derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $982,090derivedHNW RAUM over HNW clients
Average account: $316,622derivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +26%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +15%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 5.G
Financial planning clients: 584reportedItem 5.H
Wrap fee program: $318MreportedItem 5.I
Custody: $26.5M, 36 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$249M78%
Individuals$66.5M21%
Charitable organizations$955,7720.3%
Pension and profit-sharing plans$669,6650.2%
Corporations and businesses$277,2550.1%

Individual clients: 323reported
HNW clients: 254reported
Pension plan clients: 3reported
Charitable clients: 1reported
Accounts: 1,004reported
Financial planning clients: 584reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: $26.5M for 36 clientsreported
Compensation: % of AUMreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0derived

Advisors registered through the firm

6 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
J•••• E•••• G•••	Beaver, Pa	Jan 27, 2014	33 y	1
N••••••• J••• R•••••Certified Financial Planner	Beaver, Pa	Sep 17, 2020	11 y	0
T•• R••• A•••••••Certified Financial Planner, Personal Financial Specialist	Beaver, Pa	Sep 18, 2020	32 y	2
V••••••• K• R••••Certified Financial Planner, Chartered Financial Analyst	Beaver, Pa	May 23, 2022	10 y	2
R••••• T•••••• H••••••••	Beaver, Pa	Jul 16, 2024	14 y	4
D••• M•••• F•••••••••	Beaver, Pa	Dec 17, 2025	10 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

R••••• T•••••• H•••••••• from C••••• I••••••••• A••••••• L••
Jul 16, 2024 · Affiliated broker-dealer or bank to independent RIA
V••••••• K• R•••• from C••••• A•••••• N••••••• L••
May 23, 2022 · Affiliated broker-dealer or bank to independent RIA
T•• R••• A••••••• from L•• F•••••••• L••
Sep 18, 2020 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

A•••••••• T••• R••• · Presidentcontrol
since 07/2020 · owns less than 5%
A•••••••• T••• R••• · Owner And Presidentcontrol
since 01/2022 · owns 50% to 75% of T•••• C••• T••• W••••• H•••••••• L••
E••••••••• J•••• P•••••• · Ownercontrol
since 01/2022 · owns 25% to 50% of T•••• C••• T••• W••••• H•••••••• L••
A•••••••• A•••••• L•• · Chief Compliance Officer
since 10/2022 · owns less than 5%

Entity owners

T•••• C••• T••• W••••• H•••••••• L•• · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

T•••• C••• T••• W••••• T•• S•••••••• L••
insurancen

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Beaver, Pa · principal	6	1	0

Offices

Schedule D 1.F, the 25 largest

Pittsburgh, PA1 employees

What changed

consecutive filings, newest first

BD registered reps · 5 to 4
Mar 6, 2026 to May 15, 2026
Employees · 7 to 9
Mar 6, 2026 to May 15, 2026
State-registered IARs · 5 to 6
Mar 6, 2026 to May 15, 2026
Accounts · 832 to 1,004
Jan 6, 2026 to Mar 6, 2026
Advisory employees · 9 to 7
Jan 6, 2026 to Mar 6, 2026
BD registered reps · 6 to 5
Jan 6, 2026 to Mar 6, 2026
Charity clients · unset to 1.0
Jan 6, 2026 to Mar 6, 2026
Corporate clients · unset to 3.0
Jan 6, 2026 to Mar 6, 2026
HNW clients · 221 to 254
Jan 6, 2026 to Mar 6, 2026
Individual clients · 282 to 323
Jan 6, 2026 to Mar 6, 2026
Pension plan clients · 6 to 3
Jan 6, 2026 to Mar 6, 2026
Assets in custody · $18.3M to $26.5M
Jan 6, 2026 to Mar 6, 2026
Employees · 9 to 7
Jan 6, 2026 to Mar 6, 2026
State-registered IARs · 6 to 5
Jan 6, 2026 to Mar 6, 2026
Discretionary RAUM · $249M to $313M
Jan 6, 2026 to Mar 6, 2026
HNW RAUM · $191M to $249M
Jan 6, 2026 to Mar 6, 2026
Individual RAUM · $57.6M to $66.5M
Jan 6, 2026 to Mar 6, 2026
Non-discretionary RAUM · $3.6M to $5.1M
Jan 6, 2026 to Mar 6, 2026
Pension RAUM · $2.9M to $669,665
Jan 6, 2026 to Mar 6, 2026
RAUM · $252M to $318M
Jan 6, 2026 to Mar 6, 2026
Advisory employees · 8 to 9
Apr 16, 2025 to Dec 22, 2025
BD registered reps · 5 to 6
Apr 16, 2025 to Dec 22, 2025
Employees · 8 to 9
Apr 16, 2025 to Dec 22, 2025
State-registered IARs · 5 to 6
Apr 16, 2025 to Dec 22, 2025
Financial planning clients · More than 500 to More than 500
Feb 14, 2025 to Apr 16, 2025
Accounts · 640 to 832
Dec 18, 2024 to Feb 14, 2025
HNW clients · 160 to 221
Dec 18, 2024 to Feb 14, 2025
Individual clients · 238 to 282
Dec 18, 2024 to Feb 14, 2025
Pension plan clients · 5 to 6
Dec 18, 2024 to Feb 14, 2025
Assets in custody · $12.0M to $18.3M
Dec 18, 2024 to Feb 14, 2025
Financial planning clients · 251-500 to More than 500
Dec 18, 2024 to Feb 14, 2025
Other offices · 1 to 0
Dec 18, 2024 to Feb 14, 2025
Discretionary RAUM · $187M to $249M
Dec 18, 2024 to Feb 14, 2025
HNW RAUM · $141M to $191M
Dec 18, 2024 to Feb 14, 2025
Individual RAUM · $47.5M to $57.6M
Dec 18, 2024 to Feb 14, 2025
Non-discretionary RAUM · $3.8M to $3.6M
Dec 18, 2024 to Feb 14, 2025
Pension RAUM · $1.8M to $2.9M
Dec 18, 2024 to Feb 14, 2025
RAUM · $191M to $252M
Dec 18, 2024 to Feb 14, 2025
Advisory employees · 7 to 8
Jun 14, 2024 to Jul 31, 2024
BD registered reps · 4 to 5
Jun 14, 2024 to Jul 31, 2024

Signals

2 dated events

John Nicholas Raught (Chief Compliance Officer) no longer on Schedule A of T•••• C••• T••• W••••• M••••••••• L•• (listed 2022-04-25, absent 2022-10-10)
Oct 10, 2022 · Control person left · inference
T•••• C••• T••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Aug 3, 2020 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: t•••@3•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: a••••••••@3•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: e•••••••@3•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 724-683-3447reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 724-683-3450reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 724-647-2402reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/3ctruewealthmanagementreportedpublic record, Form ADV, Sep 21, 2026
Website: 3•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 724-683-3456reportedpublic record, Form ADV, May 15, 2026
Team page: 3•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $53.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026