PPrivate Fund Data Log in Join · $37/mo

John Charles Mann

Chief Compliance Officer, President, & Senior Wealth ManagerTrinity Wealth Management, LLCCRD 4188154

About John Charles Mann

John Charles Mann is listed as Chief Compliance Officer, President, & Senior Wealth Manager at Trinity Wealth Management, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Trinity Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Charles Mann work?

John Charles Mann is listed as Chief Compliance Officer, President, & Senior Wealth Manager at Trinity Wealth Management, LLC on SEC Form ADV.

How much of Trinity Wealth Management, LLC does John Charles Mann own?

Form ADV reports a beneficial ownership band of Over 75%.

Trinity Wealth Management, LLC

TitleChief Compliance Officer, President, & Senior Wealth Manager
OwnershipOver 75%
Control personYes
Since2014