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TRINITY LEGACY PARTNERS, LLC

HOUSTON, TX · CRD 159179 · IAPD ↗ · trinitylegacypartners.com · 713-999-8053

$521.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRINITY LEGACY PARTNERS, LLC crossed $500M in regulatory AUM ($460.4M -> $521.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
August 2025 — TRINITY LEGACY PARTNERS, LLC changed its website from trinitylegacy.com to trinitylegacypartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2025 — TRINITY LEGACY PARTNERS, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — TRINITY LEGACY PARTNERS, LLC notice-filed in FL, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — TRINITY LEGACY PARTNERS, LLC now reports custody of client assets ($166.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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