TRINITY WEALTH MANAGEMENT, LLC

Overview

Trinity Wealth Management, LLC operates as an independent registered investment adviser that serves individuals, families and institutional clients. The firm favors liquid, fund-based portfolio construction: its public equity and fixed income exposure is dominated by ETFs and mutual funds, with a clear emphasis on core bond exposure through broad aggregate bond funds. Advisory services emphasize financial planning and personalized portfolio management for individuals and small businesses, and the firm also lists pension consulting among its advisory capabilities. Trinity combines fee models tied to assets under management with hourly and fixed-fee arrangements, and it also conducts insurance brokerage activity alongside investment advisory work. Investment activity shows a preference for diversified, manager-driven solutions rather than concentrated single-stock bets. The firm manages portfolios largely through pooled public funds for core allocation and supplements those with select individual equity positions. Where alternatives are used, Trinity allocates to real estate via third-party managers rather than direct private equity or hedge fund line items.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices