Overview
Assets Under Management: $241 million
High-Net-Worth Clients: 14
Average Client Assets: $15 million
Frequently Asked Questions
TRIMARC WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #163336), TRIMARC WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRIMARC WEALTH MANAGEMENT LLC serves 14 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, TRIMARC WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRIMARC WEALTH MANAGEMENT LLC manages $241 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, TRIMARC WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.11
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 163336
Last Filing Date: 2025-02-27 00:00:00
Website: https://trimarcwm.com