Trinity Legacy Partners, LLC
Trinity Legacy Partners, LLC is an SEC-registered wealth manager in Houston, TX with $521.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Trinity Legacy Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159179, SEC 801-110643, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $521.2M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 7
- Clients
- 360
- CRD
- 159179
- Ownership
- LIFETREE FINANCIAL, LLC; R & D RAWSON, LP; RDKB RAWSON, LP; WILKINSON, JOHN, PAUL; GARCIA, ANTHONY, LAURENCE
How much AUM does Trinity Legacy Partners, LLC have?
Trinity Legacy Partners, LLC reported $521.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trinity Legacy Partners, LLC?
Disclosed owners and executives of Trinity Legacy Partners, LLC include LIFETREE FINANCIAL, LLC, R & D RAWSON, LP, RDKB RAWSON, LP, WILKINSON, JOHN, PAUL, GARCIA, ANTHONY, LAURENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.