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Trinity Wealth Management LLC

● SEC registered since 2014CRD 152355SEC# 801-80014Cincinnati, OH
Export (members)
Reg. AUM
$356.9M
Employees
4
Accounts
925
Location
Cincinnati, OH

Trinity Wealth Management LLC assets under management

Trinity Wealth Management LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2014. It reports $356.9 million in regulatory assets under management and employs 4 people.
www.gotrinitywealth.comView on SEC.gov ↗

Trinity Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert James Wassel ControlCco / Managing Member50-75%2009

Frequently asked questions

How much does Trinity Wealth Management LLC manage?

Trinity Wealth Management LLC reports $356.9 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Wealth Management LLC have?

Trinity Wealth Management LLC reports 4 employees.

Where is Trinity Wealth Management LLC located?

Trinity Wealth Management LLC is based in Cincinnati, OH and has been SEC-registered since 2014.

Does Trinity Wealth Management LLC disclose fund performance?

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

Contact & registration

Address8040 Hosbrook Road, Suite 220, Cincinnati, OH 45236
Phone513-794-2870
Fax513-273-0246
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.9M
Non-discretionary$0
Total (RAUM)$356.9M