Trinity Wealth
Firm details
- Headquarters
- Aurora, Colorado
- CRD number
- 325294
- Website
- trinity-wealth.co
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.57%
- HNWI44.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trinity Wealth is an independent RIA organized as an LLC and registered in Colorado. The firm serves individuals and families, offering financial planning and portfolio management geared toward individuals and small businesses. Its owner structure is individual ownership, and clients are charged either a percentage of assets under management or fixed fees. Trinity Wealth does not identify as an ESG investor and does not operate as a multi-state adviser or pension consultant. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Craig Stavely
Managing MemberCRD 5718550
Jackson Blake
InternCRD 8096294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aurora, CO
Arapahoe
Location
Aurora, CO
Headquartered in Aurora, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6105 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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