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| Trinity Wealth Management LLC
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|---|---|
| CRD # | 169216 |
| SEC # | 801-114053 |
| CIK # | 0001685364 |
| AUM | 425.2 M (2026-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 610-296-2020 |
| Address | 899 Cassatt Road Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001685364 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Johnson & Johnson | 2.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 46.1 |
| (b) Individuals (high net worth individuals) | 114 | 263.5 |
| (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 | 20 | 89.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 682 | 399.2 |
| By Discretionary | ||
| Discretionary | 671 | 379.8 |
| Non-Discretionary | 11 | 19.4 |
| Total | 682 | 399.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.2 | |
| Total | 682 | 399.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001685364] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 426.6 M |
|
Quad-Cities Investment Group LLC
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IA | 425.5 M |
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Buttonwood Wealth LLC
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VA | 425.3 M |
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Lifemark Securities Corp
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NY | 424.9 M |
|
Macdougall Financial Counseling
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PA | 424.8 M |
|
Syrios Wealth Management Group Inc
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CA | 424.6 M |
|
Mascagni Wealth Management Inc
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|
MS | 424.5 M |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 424.4 M |
|
Blackdiamond Wealth Management LLC
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NY | 424.0 M |
|
First City Capital Management Inc
✚
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GA | 423.7 M |