TRINITY WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$425,170,000
Discretionary
$425,170,000
Non-discretionary
$0
Firm details
- CRD number
- 152355
- SEC file number
- 801-80014
- Main office
- CINCINNATI, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.GOTRINITYWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.