Tri Truong
Elite Wealthcare · Lawrenceville, Georgia
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.
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Facts
| Firm | Elite Wealthcare |
|---|---|
| Based in | Lawrenceville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.9M across 35 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6760067 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Tri's firm compares
- Elite Wealthcare's average account is about $83,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Tri
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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