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TRINITYPOINT WEALTH, LLC

MILFORD, CT · CRD 297165 · IAPD ↗ · (203) 693-8525

$1.42BRegulatory AUM
10Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — TRINITYPOINT WEALTH, LLC (MILFORD, CT) left the SEC roster (was $1.42B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
November 2024 — TRINITYPOINT WEALTH, LLC notice-filed in MD.
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.