Trinity Wealth Management LLC
Trinity Wealth Management LLC is an SEC-registered wealth manager in Cincinnati, OH with $425.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Trinity Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152355, SEC 801-80014, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $425.2M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 4
- Clients
- 94
- CRD
- 152355
- Ownership
- DEXTER, JOHN, BROCK; WASSEL, ROBERT, JAMES; Dexter, Christopher, Brock
How much AUM does Trinity Wealth Management LLC have?
Trinity Wealth Management LLC reported $425.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trinity Wealth Management LLC?
Disclosed owners and executives of Trinity Wealth Management LLC include DEXTER, JOHN, BROCK, WASSEL, ROBERT, JAMES, Dexter, Christopher, Brock. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.