Troutman Wealth
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 301107
- Registered since
- July 14, 2021
- Website
- troutmanwealthmanagement.com
- 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
FINTRXOverview
Troutman Wealth is an independent Registered Investment Adviser organized as an LLC and operating since 2021. The firm is owned by an individual and charges fees as a percentage of assets under management. Its client mix includes both individuals and families as well as institutional clients. Troutman Wealth lists financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory offerings. It does not identify itself as an active ESG investor or a multi-state adviser.
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 Funds95%
- Exchange Traded Equities3%
- State & Local Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Stephen Troutman
FounderCRD 4747105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$191M in ETFs
38%
$73.4M
52%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $17.5M | 786,014 | 9.16% |
Location
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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