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| Trimarc Wealth Management LLC
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|---|---|
| CRD # | 163336 |
| SEC # | 801-75381 |
| CIK # | |
| AUM | 232.3 M (2026-03-26) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 518-450-7091 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 205.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 27.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 232.3 |
| By Discretionary | ||
| Discretionary | 78 | 232.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 232.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.3 | |
| Total | 78 | 232.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Holos Integrated Wealth LLC
✚
|
PA | 233.1 M |
|
We Alliance Wealth Advisors Inc
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CA | 233.1 M |
|
Anchor Wealth Management Group LLC
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FL | 233.0 M |
|
D C Voss & Company LLC
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|
232.9 M | |
|
Guidedmoney LLC
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|
232.6 M | |
|
Shelter Rock Management LLC
✚
|
NY | 232.0 M |
|
Conway Capital Management Inc
✚
|
CA | 231.9 M |
|
Loudon Investment Management LLC
✚
|
NH | 231.8 M |
|
Heisten Wrenn Private Wealth LLC
✚
|
AK | 231.8 M |
|
Yardley Wealth Management LLC
✚
|
PA | 231.6 M |