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| Happy Holidays!! thanks for using AUM13F!! |
| Trisperity Advisors LLC
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| CRD # | 142438 |
| SEC # | 801-113723 |
| CIK # | 0001730436 |
| AUM | $283.7 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 281-395-1021 |
| Address | 22202 Highland Knolls Drive Katy, TX 77450 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 61.1 |
| (b) Individuals (high net worth individuals) | 77 | 222.6 |
| (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 | 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 | 808 | 283.7 |
| By Discretionary | ||
| Discretionary | 795 | 281.7 |
| Non-Discretionary | 13 | 2.0 |
| Total | 808 | 283.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.7 | |
| Total | 808 | 283.7 |
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|---|---|---|
|
AllSquare Wealth Management LLC
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|
NY | 0.3 |
|
Walker Asset Management LLC
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|
0.3 | |
|
Solitude Financial Services Inc
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VA | 0.3 |
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Taylor Securities Inc
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TN | 0.3 |
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Boothe Investment Group Inc
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DE | 0.3 |
|
Theory Financial LLC
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CO | 0.3 |
|
Retirement Planning Group LLC
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|
NY | 0.3 |
|
Latko Wealth Management Ltd
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IL | 0.3 |
|
Western Financial Corporation
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|
CA | 0.3 |
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |