Overview
Assets Under Management: $300 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 73
Average Client Assets: $5 million
Frequently Asked Questions
TRINITY 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 #152355), TRINITY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRINITY WEALTH MANAGEMENT LLC is headquartered in CINCINNATI, OH.
TRINITY WEALTH MANAGEMENT LLC serves 73 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, TRINITY WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRINITY WEALTH MANAGEMENT LLC manages $300 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, TRINITY 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: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 904
Discretionary Accounts: 904
Regulatory Filings
CRD Number: 152355
Last Filing Date: 2024-03-22 00:00:00
Website: https://gotrinitywealth.com