Trinity Wealth Management, LLC
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
FINTRXOverview
Trinity Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and combines advisory services with insurance brokerage activities. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Trinity charges clients by a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and does not operate as a capital allocator or third-party fund sponsor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds78%
- Private Funds12%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- Other1%
Contacts
3 of 5Julia Mann
PresidentCRD 8234195
John Mann
President & Senior Wealth AdvisorCRD 4188154
Kelly Catania
Wealth AdvisorCRD 6978379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$417M in ETFs
83%
$344M
11%
$73M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $32.1M | 1,257,417 | 7.70% |
Location
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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