Overview
Assets Under Management: $261 million
Headquarters: KATY, TX
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Frequently Asked Questions
TRISPERITY ADVISORS, 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 #142438), TRISPERITY ADVISORS, LLC is subject to fiduciary duty under federal law.
TRISPERITY ADVISORS, LLC is headquartered in KATY, TX.
TRISPERITY ADVISORS, LLC serves 77 high-net-worth clients according to their SEC filing dated March 31, 2024. View client details ↓
According to their SEC Form ADV, TRISPERITY ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRISPERITY ADVISORS, LLC manages $261 million in client assets according to their SEC filing dated March 31, 2024.
According to their SEC Form ADV, TRISPERITY ADVISORS, 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: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 771
Discretionary Accounts: 763
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 142438
Last Filing Date: 2024-03-31 00:00:00
Website: https://www.trisperity.com