# Tri Truong

> Tri Truong is a fee-only financial advisor at Elite Wealthcare in Lawrenceville, Georgia. Elite Wealthcare reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tri-truong/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Elite Wealthcare
- **Based in:** Lawrenceville, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.9M across 35 accounts
- **CRD:** 6760067 (https://adviserinfo.sec.gov/individual/summary/6760067)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Tri Truong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tri holds no broker registration, and Elite Wealthcare reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tri charge for financial advice?

Tri's firm, Elite Wealthcare, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tri Truong based?

Tri Truong is based in Lawrenceville, Georgia.

### Is Tri Truong registered with the SEC?

Yes. Tri Truong is registered as an investment adviser representative in GA (CRD 6760067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elite Wealthcare manage?

Elite Wealthcare reports $2.9M across 35 accounts in assets under management.

### How do I contact Tri Truong?

Contact details aren't on file yet. Search for Elite Wealthcare.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6760067): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.