Trinity Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated March 5, 2026, reports $399M in regulatory assets under management, 7 employees, and 682 accounts.
Assets Under Management
$399M
Employees
7
Offices
--
Total Clients
240
Primary office
BERWYN, PA
899 CASSATT ROAD, SUITE 120, BERWYN, PA, 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 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
114
2
Individuals
44.2%
106
3
Pension Plans
8.3%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of March 5, 2026
Discretionary95.1%
$380M
95% of total RAUM95.1%
Non-discretionary4.9%
$19M
5% of total RAUM4.9%
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.
Total AUM$399M
Total Accounts682
10Y AUM Change+$293M (+275.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change+3 (+75.0%)
* 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.