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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Trinitypoint Wealth LLC
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| CRD # | 297165 |
| SEC # | 801-113394 |
| CIK # | 0001766510 |
| AUM | $1.4 B (2024-10-17) |
| Employees | 15 (67% Investors, 13% Brokers) |
| Phone | 203-693-8525 |
| Address | 612 Wheelers Farms Rd Milford, CT 06461 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 37.8 | ||
| Alphabet Inc | 28.8 | ||
| Microsoft Corp | 24.9 | ||
| Amazon Com Inc | 22.2 | ||
| Nvidia Corp | 18.0 | ||
| AbbVie Inc | 10.3 | ||
| Alphabet Inc | 9.7 | ||
| Honeywell International Inc | 8.9 | ||
| J P Morgan Chase & Co | 8.8 | ||
| Facebook Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001766510] |
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