Troutman Wealth
Troutman Wealth is an SEC-registered wealth manager in Malvern, PA with $152.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Troutman Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301107, SEC 801-121486, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $152.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Malvern, PA
- Employees
- 2
- Clients
- 102
- CRD
- 301107
- Ownership
- TROUTMAN, STEPHEN, MICHAEL
How much AUM does Troutman Wealth have?
Troutman Wealth reported $152.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Troutman Wealth?
Disclosed owners and executives of Troutman Wealth include TROUTMAN, STEPHEN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.