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| Trisperity Advisors LLC
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| |
|---|---|
| CRD # | 142438 |
| SEC # | 801-113723 |
| CIK # | 0001730436 |
| AUM | $261.0 MM (2024-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 281-395-1021 |
| Address | 22202 Highland Knolls Drive Katy, TX 77450 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 55.7 |
| (b) Individuals (high net worth individuals) | 70 | 205.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 261.0 |
| By Discretionary | ||
| Discretionary | 763 | 259.1 |
| Non-Discretionary | 8 | 1.9 |
| Total | 771 | 261.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.0 | |
| Total | 771 | 261.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bryspen Incorporated
✚
|
DC | 0.3 |
|
Leconte Wealth Management LLC
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|
TN | 0.3 |
|
Taylor Securities Inc
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|
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|
Dover Advisors LLC
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|
Canopy 360 Wealth LLC
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|
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Miramontes Capital LLC
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|
BBJS Financial Advisors LLC
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|
Cannon Beach Consultants Inc
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|
CA | 0.3 |