1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRINITY WEALTH MANAGEMENT, LLC

Map pinBERWYN, PA
Phone610-296-2020
NotebookSEC #801-79010
Total AUM
$44.9M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 WESTLAKES DR.
SUITE 275
BERWYN
PA 19312
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
610-296-2020

ReceiptFinancials

Total AUM
$44.9M
Accounts
175
Discretionary
$42.2M
Accounts
171
Non-Discretionary
$2.7M
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account