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Troutman Wealth Management, LLC

● SEC registered since 2021CRD 301107SEC# 801-121486Malvern, PA
Export (members)
Reg. AUM
$132.8M
Employees
2
Accounts
369
Location
Malvern, PA

Troutman Wealth Management, LLC assets under management

Troutman Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Malvern, PA. The firm has been registered since 2021. It reports $132.8 million in regulatory assets under management and employs 2 people.
www.troutmanwealth.comView on SEC.gov ↗

Troutman Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Michael Troutman ControlPresident/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Troutman Wealth Management, LLC manage?

Troutman Wealth Management, LLC reports $132.8 million in regulatory assets under management on its Form ADV.

How many employees does Troutman Wealth Management, LLC have?

Troutman Wealth Management, LLC reports 2 employees.

Where is Troutman Wealth Management, LLC located?

Troutman Wealth Management, LLC is based in Malvern, PA and has been SEC-registered since 2021.

Does Troutman Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address101 Lindenwood Drive, Suite 225, Malvern, PA 19335
Phone484-256-7466
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.8M
Non-discretionary$0
Total (RAUM)$132.8M