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TRISPERITY ADVISORS, LLC

KATY, TX · CRD 142438 · IAPD ↗ · trisperity.com · 281-395-1021

$335.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — TRISPERITY ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.