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TRINITY WEALTH MANAGEMENT LLC
CRD 152355 · SEC 801-80014
8040 HOSBROOK ROAD, SUITE 220, CINCINNATI, OH, 45236, United States
Phone
513-794-2870
Fax
513-273-0246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.2M
Discretionary AUM
$425.2M
Team
4 total employees; 4 advisory reps
Clients
51-100
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 | 21 | $16.1M |
| High net worth individuals | 73 | $409.1M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD