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TROUTMAN WEALTH

MALVERN, PA · CRD 301107 · IAPD ↗ · troutmanwealth.com · 484-256-7466

$152.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TROUTMAN WEALTH MANAGEMENT is now doing business as TROUTMAN WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
April 2026 — TROUTMAN WEALTH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
65
April 2025 — TROUTMAN WEALTH MANAGEMENT now reports custody of client assets ($5.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
April 2024 — TROUTMAN WEALTH MANAGEMENT notice-filed in CT, TX, VA.
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.