# 34 Financial, LLC

> 34 Financial, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 329383
- Filed as: 34 FINANCIAL, LLC
- Also doing business as: TRG WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329383
- AdvisorCensus page: https://advisorcensus.com/firm/34-financial-llc-atlanta-ga-329383

## Quick answers

**How is 34 Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 34 Financial, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is 34 Financial, LLC located?**
34 Financial, LLC's principal office is in Atlanta, GA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is 34 Financial, LLC registered with the SEC or a state?**
34 Financial, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329383.

**How much does 34 Financial, LLC manage?**
34 Financial, LLC reports $100,983,071 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does 34 Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (90).

**Which custodians does 34 Financial, LLC use?**
34 Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 34 Financial, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329383

**Does 34 Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "The re is no minimum account size."

**What changed in 34 Financial, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: None

> The re is no minimum account size.

- Minimum annual fee: $12,000

> The minimum annual fee is $12,000, prorated and paid monthly in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $100,983,071
- Discretionary: $100,983,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,765,895 |
| High net worth individuals | 90 | $99,217,176 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329383

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- trgwm.com

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 34 Financial, LLC (CRD 329383): Form ADV filing data as of October 2026.