TRISPERITY ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$335,172,917
Discretionary
$333,291,560
Non-discretionary
$1,881,357
Firm details
- CRD number
- 142438
- SEC file number
- 801-113723
- Main office
- KATY, TX, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.TRISPERITY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.