Trinity Wealth Management, LLC
Trinity Wealth Management, LLC is an SEC-registered wealth manager in Berwyn, PA with $399.2M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Trinity Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169216, SEC 801-114053, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $399.2M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Berwyn, PA
- Employees
- 7
- Clients
- 240
- CRD
- 169216
- Ownership
- MANN, JOHN, CHARLES; WENTZ, MARJORIE, BUFF; Mann, Julia
How much AUM does Trinity Wealth Management, LLC have?
Trinity Wealth Management, LLC reported $399.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Trinity Wealth Management, LLC?
Disclosed owners and executives of Trinity Wealth Management, LLC include MANN, JOHN, CHARLES, WENTZ, MARJORIE, BUFF, Mann, Julia. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.