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Trimarc Wealth Management LLC

● SEC registered since 2012CRD 163336SEC# 801-75381
Export (members)
Reg. AUM
$240.9M
Employees
3
Accounts
78
Location
—

Trimarc Wealth Management LLC assets under management

Trimarc Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $240.9 million in regulatory assets under management and employs 3 people.
www.trimarcwm.comView on SEC.gov ↗

Trimarc Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Dominick Joseph Trimarchi ControlManaging Member/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Trimarc Wealth Management LLC manage?

Trimarc Wealth Management LLC reports $240.9 million in regulatory assets under management on its Form ADV.

How many employees does Trimarc Wealth Management LLC have?

Trimarc Wealth Management LLC reports 3 employees.

Does Trimarc Wealth Management LLC disclose fund performance?

Trimarc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone518-450-7091
Fax518-533-7788
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$240.9M
Non-discretionary$0
Total (RAUM)$240.9M