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Trisperity Advisors, LLC

● SEC registered since 2018CRD 142438SEC# 801-113723Katy, TX
Export (members)
Reg. AUM
$283.7M
Employees
2
Accounts
808
Location
Katy, TX

Trisperity Advisors, LLC assets under management

Trisperity Advisors, LLC operates as an SEC-registered investment adviser based in Katy, TX. The firm has been registered since 2018. It reports $283.7 million in regulatory assets under management and employs 2 people.
www.trisperity.comView on SEC.gov ↗

Trisperity Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Craig Scott Narum ControlPrincipal/Owner, CcoOver 75%2006
Jeffrey Michael McCullochFinancial Advisor5-10%2023

Frequently asked questions

How much does Trisperity Advisors, LLC manage?

Trisperity Advisors, LLC reports $283.7 million in regulatory assets under management on its Form ADV.

How many employees does Trisperity Advisors, LLC have?

Trisperity Advisors, LLC reports 2 employees.

Where is Trisperity Advisors, LLC located?

Trisperity Advisors, LLC is based in Katy, TX and has been SEC-registered since 2018.

Does Trisperity Advisors, LLC disclose fund performance?

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

Contact & registration

Address22202 Highland Knolls Drive, Katy, TX 77450
Phone281-395-1021
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1730436
Discloses disciplinary historyNo

Assets under management

Discretionary$281.7M
Non-discretionary$2M
Total (RAUM)$283.7M