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TRINITY NECHES

· CRD 282631 · IAPD ↗ · 713-248-8129

$120.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TRINITY NECHES (location n/a) is newly SEC-registered with $120.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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