Troutman Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Malvern, PA. Its latest Form ADV filing, dated March 30, 2026, reports $153M in regulatory assets under management, 2 employees, and 393 accounts.
Assets Under Management
$153M
Employees
2
Offices
--
Total Clients
102
Primary office
MALVERN, PA
101 LINDENWOOD DRIVE, SUITE 225, MALVERN, PA, United States
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
51
2
HNWI
48.0%
49
3
Charitable
2.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 30, 2026
Discretionary100.0%
$153M
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$153M
Total Accounts393
10Y AUM Change+$50M (+49.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
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.