Trinity Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 27, 2026, reports $425M in regulatory assets under management, 4 employees, and 937 accounts.
Assets Under Management
$425M
Employees
4
Offices
--
Total Clients
94
Primary office
CINCINNATI, OH
8040 HOSBROOK ROAD, SUITE 220, CINCINNATI, OH, 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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.7% of total clients.
Top client categories% of clientsClients
1
HNWI
77.7%
73
2
Individuals
22.3%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of March 27, 2026
Discretionary100.0%
$425M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$425M
Total Accounts937
10Y AUM Change+$265M (+165.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee24:1
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.