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TRG Wealth Management

EST. AUM
$100,983,071

CONTACTS
2

CLIENT ACCOUNTS
93

Firm Details

Metro area Atlanta
CRD Number 329383
Website trgwm.com
Client types

Overview

34 Financial, LLC, also known by the name TRG Wealth Management, is an investment adviser that primarily conducts its advisory business from its principal office in Atlanta, Georgia. The firm is organized as a Limited Liability Company (LLC) and was formed on May 26, 2023. As of the end of its most recent fiscal year, the firm had two employees, both of whom perform investment advisory functions and are registered as investment adviser representatives with one or more state securities authorities. The firm also has an additional office in Atlanta, Georgia.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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