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TRINITY WEALTH MANAGEMENT, LLC

BERWYN, PA · CRD 169216 · IAPD ↗ · trinity-wealth.com · 610-296-2020

$399.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — TRINITY WEALTH MANAGEMENT, LLC reported RAUM up 31% ($304.4M -> $399.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — TRINITY WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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