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TRISPERITY ADVISORS, LLC
CRD 142438 · SEC 801-113723
22202 HIGHLAND KNOLLS DRIVE, KATY, TX, 77450, United States
Phone
281-395-1021
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$335.2M
Discretionary AUM
$333.3M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $57.2M |
| High net worth individuals | 90 | $278.0M |
All web addresses on file
Official SEC filing: View on IAPD