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TRIMARC WEALTH MANAGEMENT LLC
CRD 163336 · SEC 801-75381
CA, United States
Phone
518-450-7091
Fax
518-533-7788
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.3M
Discretionary AUM
$232.3M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $205.4M |
| Charitable organizations | 1 | $27.0M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD