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Trinity Wealth Management, LLC

● SEC registered since 2018CRD 169216SEC# 801-114053Berwyn, PA
Export (members)
Reg. AUM
$304.4M
Employees
7
Accounts
631
Location
Berwyn, PA

Trinity Wealth Management, LLC assets under management

Trinity Wealth Management, LLC is an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2018. It reports $304.4 million in regulatory assets under management and employs 7 people.
www.trinity-wealth.comView on SEC.gov ↗

Trinity Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Charles Mann ControlChief Compliance Officer, President, & Senior Wealth ManagerOver 75%2014

Frequently asked questions

How much does Trinity Wealth Management, LLC manage?

Trinity Wealth Management, LLC reports $304.4 million in regulatory assets under management on its Form ADV.

How many employees does Trinity Wealth Management, LLC have?

Trinity Wealth Management, LLC reports 7 employees.

Where is Trinity Wealth Management, LLC located?

Trinity Wealth Management, LLC is based in Berwyn, PA and has been SEC-registered since 2018.

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

Address899 Cassatt Road, Suite 120, Berwyn, PA 19312
Phone610-296-2020
Fax610-296-2188
Office hours8:30 a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1685364
Discloses disciplinary historyNo

Assets under management

Discretionary$287.7M
Non-discretionary$16.7M
Total (RAUM)$304.4M