TROUTMAN WEALTH

RIASEC RegisteredEst. 2021
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$388K
Accounts
393
Employees
2
Advisory reps
1

Firm details

Headquarters
MALVERN, Pennsylvania
CRD number
301107
Registered since
July 14, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.5%
  • Individuals10.21%
  • Charitable Organizations0.29%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Troutman Wealth LLC is an independent registered investment adviser that came under SEC registration in 2021. Structured as a limited liability company and owned by an individual, the firm serves both individual and family clients as well as institutional and business clients. Its fee model is a percentage of assets under management. Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 95%, Exchange Traded Equities 3%, State & Local Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities3%
  • State & Local Bonds1%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • STEPHEN TROUTMAN

    FounderCRD 4747105

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$176M in ETFs

Passive

39%

$68.6M

Active

52%

$108M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP CORE PLUS INCOME ETF (CGCP)Capital GroupActiveIntermediate Core Plus Bond$17.1M767,3499.73%

Location

Primary office

MALVERN, PA

CHESTER

Location

MALVERN, PA

Headquartered in MALVERN, 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
101 Lindenwood Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth