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| Troutman Wealth Management LLC
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|---|---|
| CRD # | 301107 |
| SEC # | 801-121486 |
| CIK # | 0002110807 |
| AUM | 152.5 M (2026-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 484-256-7466 |
| Address | 101 Lindenwood Drive Malvern, PA 19335 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 5.7 | ||
| SPDR Gold Trust | 1.4 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Apple Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 15.6 |
| (b) Individuals (high net worth individuals) | 49 | 136.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (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 | 393 | 152.5 |
| By Discretionary | ||
| Discretionary | 393 | 152.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 152.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.5 | |
| Total | 393 | 152.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110807] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
East Coast Wealth Management Inc
✚
|
NJ | 153.0 M |
|
STW Associates
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|
152.8 M | |
|
Blue Point Financial Inc
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|
ME | 152.7 M |
|
Garner Financial Management Inc
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CA | 152.6 M |
|
Balanz Advisors LLC
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FL | 152.6 M |
|
JCM Strategic Wealth Partners LLC
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|
IN | 152.4 M |
|
Northlanding Financial Partners LLC
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|
NY | 152.2 M |
|
Wellspring Advisors Inc
✚
|
OR | 152.2 M |
|
Dimensions Wealth Management LLC
✚
|
CA | 152.1 M |
|
van der Noord Financial Advisors Inc
✚
|
SC | 152.0 M |