Trisperity Advisors, LLC
Trisperity Advisors, LLC is an SEC-registered wealth manager in Katy, TX with $335.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Trisperity Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142438, SEC 801-113723, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $335.2M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Katy, TX
- Employees
- 2
- Clients
- 264
- CRD
- 142438
- Ownership
- MCCULLOCH, JEFFREY, MICHAEL; NARUM, CRAIG, SCOTT
How much AUM does Trisperity Advisors, LLC have?
Trisperity Advisors, LLC reported $335.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trisperity Advisors, LLC?
Disclosed owners and executives of Trisperity Advisors, LLC include MCCULLOCH, JEFFREY, MICHAEL, NARUM, CRAIG, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.