Trimarc Wealth Management LLC

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Assets, Funds, Holdings

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Trimarc Wealth Management LLC
CRD #163336
SEC #801-75381
CIK #
AUM $214.7 MM (2024-03-12)
Employees 3 (33% Investors, 0% Brokers)
Phone518-450-7091
Address115 Circular St
Saratoga, NY 12866
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 10 192.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 22.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 79 214.7
By Discretionary
Discretionary 79 214.7
Non-Discretionary 0 0.0
Total 79 214.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 214.7
Total 79 214.7
Comparable Firms State AUM ($BB)
McAllister Capital Management Corporation
MS 0.2
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WI 0.2
Gordian Advisors LLC
AZ 0.2
Shared Vision Wealth Group LLC
CA 0.2
Granite Capital Management LLC
CA 0.2
Investment Professionals LLC
WI 0.2
Founders Capital Management Inc
TX 0.2
MLP3 LLC
NJ 0.2
Base Wealth Management LLC
FL 0.2
Stonebridge Wealth Management LLC
IL 0.2
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