Overview
Assets Under Management: $119 million
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
TROUTMAN 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 #301107), TROUTMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TROUTMAN WEALTH MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, TROUTMAN WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TROUTMAN WEALTH MANAGEMENT, LLC manages $119 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, TROUTMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 341
Discretionary Accounts: 301
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 301107
Last Filing Date: 2024-03-27 00:00:00
Website: https://troutmanwealth.com