Trimarc Wealth Management LLC

Overview

Trimarc Wealth Management LLC is an independent, SEC‑registered RIA that focuses on discretionary portfolio management and financial planning for high‑net‑worth individuals, families and a small institutional client base. Registered in 2012 and organized as a limited liability company under individual ownership, the firm charges fees as a percentage of AUM and operates as a single‑office adviser rather than a multi‑state platform. Its stated advisory activities center on comprehensive financial planning and portfolio management for individuals and small businesses. Investment activity is dominated by publicly traded equities, with the firm showing a clear preference for exchange‑traded instruments as the core of managed portfolios. Trimarc does not identify itself as an active ESG investor and does not operate as a capital allocator; alternative investments are not presented as a primary allocation on the firm’s filings. The firm lists an affiliation with an insurance company, which can influence product access or fixed‑income sourcing for clients.

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Public Holdings

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Location & Offices