Trinity Wealth Management, LLC

RIASEC Registered
Total AUM
$399M
Discretionary
$380M
95% of AUM
Avg account
$585K
Accounts
682
Employees
7
Advisory reps
5

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
169216
Registered since
September 25, 2018
Website
trinity-wealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI66%
  • Pension & Profit Sharing Plans22.45%
  • Individuals11.55%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Trinity Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018. Structured as a limited liability company with individual ownership, the firm serves both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting support; the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Trinity does not identify as an active ESG investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Private Funds 12%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, Other 1%78%
  • Public Funds/Mutual Funds78%
  • Private Funds12%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%
  • Other1%

Contacts

3 of 5
  • John Mann

    John Mann

    President & Senior Wealth AdvisorCRD 4188154

  • Kelly Catania

    Kelly Catania

    Wealth AdvisorCRD 6978379

  • Marjorie Wentz

    Marjorie Wentz

    Sr. Wealth AdvisorCRD 6298629

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$411M in ETFs

Passive

82%

$336M

Active

11%

$75.7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB)State StreetPassiveIntermediate Core Bond$31.2M1,279,7257.58%
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Location

Primary office

Berwyn, PA

Chester

Location

Berwyn, PA

Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
899 Cassatt Rd
Time zone
ET (UTC-5)
Office locations

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