Michelle Hundley has been Co-Founder and CEO and Chief Compliance Officer of Trio Wealth Management since August 2023, is a control person of the firm and directly owns 75% or more of it. Michelle Hundley holds a J.D. from George Mason University School of Law, a B.A. from James Madison University and a CFP Professional Certificate from Georgetown University.
Trio Wealth Management, LLC is a Great Falls, VA firm with $134M under management, 87 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Michelle Hundley is CEO and Co-Founder of Trio Wealth Management. She is responsible for developing and implementing financial strategies for the firm's high net worth clients. A former Vice President at Goldman Sachs Personal Financial Management, she joined the financial services industry after a career practicing law in Virginia, the District of Columbia, and New York.
Michelle Hundley’s longest registration was 5 years at Goldman Sachs Personal Financial Management (2018–2023). Before joining Trio Wealth Management in 2023, Michelle Hundley was registered through Goldman Sachs Personal Financial Management and Hemington Wealth Management.
- Trio Wealth Management, LLCCurrent– present · 3 yearsGreat Falls, VA · Adviser representative · Firm CRD 328042
- Goldman Sachs Personal Financial Management– · 5 yearsGreat Falls, VA · Adviser representative · Firm CRD 134600
- Hemington Wealth Management– · 1 yearFalls Church, VA · Adviser representative · Firm CRD 169024
Professional designations
Listed by Trio Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Hundley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2023; the most recent is North Carolina, in March 2026.
- North CarolinaSince 23 March 2026
- TexasResidentSince 27 March 2024
- VirginiaSince 3 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Patterson Hundley
- CRD
- 6692766
- Firm
- Trio Wealth Management · CRD 328042
- Role
- Co-Founder and CEO and Chief Compliance Officer
- Office
- 774A WALKER ROAD, Great Falls, VA 22066
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triowm.com
Where does Michelle Hundley work?
Michelle Hundley has been Co-Founder and CEO and Chief Compliance Officer of Trio Wealth Management, LLC since August 2023, and is a control person of the firm.
Is Michelle Hundley a financial advisor?
Yes. Michelle Hundley has a current investment-adviser registration in North Carolina, Texas and Virginia, through Trio Wealth Management since October 2023.
How many years of experience does Michelle Hundley have?
Michelle Hundley has 10 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Michelle Hundley passed?
Michelle Hundley passed the Series 65 in August 2016.
Where did Michelle Hundley work before Trio Wealth Management?
Before Trio Wealth Management, Michelle Hundley was registered through Goldman Sachs Personal Financial Management, March 2018 to August 2023; Hemington Wealth Management, August 2016 to March 2018.
Where is Michelle Hundley based?
Michelle Hundley’s registered office is in Great Falls, VA.
Is Michelle Hundley registered with FINRA?
No. Michelle Hundley has no current broker registration.
Is Michelle Hundley a CFP?
Trio Wealth Management lists Michelle Hundley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michelle Hundley’s record?
Search CRD 6692766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Hundley’s full registration record.
