Trinitypoint Wealth LLC

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Assets, Funds, Holdings

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Trinitypoint Wealth LLC
CRD #297165
SEC #801-113394
CIK #0001766510
AUM $1.4 BB (2024-06-18)
Employees 15 (67% Investors, 13% Brokers)
Phone203-693-8525
Address612 Wheelers Farms Rd
Milford, CT 06461
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1500120090060030002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 32.9
GOOG 1,482,566.4 27.9
MSFT 1,918,222.4 26.2
AMZN 1,092,997.8 19.0
NVDA 399,550.0 16.8
GOOGL 1,475,138.5 10.4
ABBV 269,466.6 9.9
MRK 232,371.9 9.0
HON 119,775.0 8.5
MU 64,610.3 7.4
View All
Holdings by Sector ($MM)
70056042028014002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 800 353.9
(b) Individuals (high net worth individuals) 248 764.8
(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 78 164.3
(h) Charitable organizations 13 9.7
(i) State or municipal government entities 6 103.9
(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 24 20.3
(n) Other 0 0.0
Total 4,581 1,417.0
By Discretionary
Discretionary 4,474 1,278.7
Non-Discretionary 107 138.3
Total 4,581 1,417.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,417.0
Total 4,581 1,417.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001766510]
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Advisor OS LLC
IL 1.4
YCG LLC
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Capital Performance Advisors LLP
CA 1.4
Promus Capital LLC
IL 1.4
Segment Wealth Management LLC
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Nottingham Advisors Inc
NY 1.4
Hudson Valley Investment Advisors Inc
NY 1.4
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