Trisperity Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Katy, TX. Its latest Form ADV filing, dated March 27, 2026, reports $335M in regulatory assets under management, 2 employees, and 825 accounts.
Assets Under Management
$335M
Employees
2
Offices
--
Total Clients
264
Primary office
KATY, TX
22202 HIGHLAND KNOLLS DRIVE, KATY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
174
2
HNWI
34.1%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of March 27, 2026
Discretionary99.4%
$333M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$335M
Total Accounts825
10Y AUM Change+$206M (+159.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.