TRINITY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$399,170,742
Discretionary
$379,801,148
Non-discretionary
$19,369,594
Firm details
- CRD number
- 169216
- SEC file number
- 801-114053
- Main office
- BERWYN, PA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.TRINITY-WEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.