Skip to main content

TRIMARC WEALTH MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$232,350,000
Discretionary
$232,350,000
Non-discretionary
$0

Firm details

CRD number
163336
SEC file number
801-75381
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of November 2026.