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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Troutman Wealth Management LLC
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|---|---|
| CRD # | 301107 |
| SEC # | 801-121486 |
| CIK # | |
| AUM | $132.8 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 484-256-7466 |
| Address | 101 Lindenwood Drive Malvern, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 19.3 |
| (b) Individuals (high net worth individuals) | 42 | 113.0 |
| (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 | 0.5 |
| (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 | 369 | 132.8 |
| By Discretionary | ||
| Discretionary | 369 | 132.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 132.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.8 | |
| Total | 369 | 132.8 |
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|---|---|---|
|
Todd Wealth Management LLC
✚
|
FL | 0.1 |
|
Hudson Capital Advisory Inc
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NY | 0.1 |
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Norton Capital Management Inc
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VA | 0.1 |
|
Fenix Asset Management LLC
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NY | 0.1 |
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McDonnell Wealth Management LLC
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IL | 0.1 |
|
Avera Capital Wealth Management LLC
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|
CO | 0.1 |
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.1 |
|
Doucet Asset Management LLC
✚
|
LA | 0.1 |
|
Wulff Hansen & Co
✚
|
CA | 0.1 |
|
Prien Asset Management LLC
✚
|
NM | 0.1 |