TRINITY WEALTH MANAGEMENT, LLC

899 Cassatt Road
Suite 120
Berwyn, Pennsylvania 19312
Tel: 610-296-2020

About TRINITY WEALTH MANAGEMENT, LLC

TRINITY WEALTH MANAGEMENT, LLC, formally registered with the SEC as TRINITY WEALTH MANAGEMENT, LLC. The firm was established in 09/25/2018. They have over 1 offices throughout the country.

TRINITY WEALTH MANAGEMENT, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $304,363,692 assets under management, offering retirement planning & investment advisory services to 631 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169216
SEC#	801-114053
Assets Managed by Firm	$304,363,692
No. of Clients	631
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	631	$304,363,692
Individuals (other than high net worth individuals)	106	$45,822,909
High net worth individuals	96	$207,842,235
Pension and profit sharing plans	20	$50,698,548

More Retirement Planning firms in Berwyn, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Berwyn, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.