← Back to searchVisit website
TRINITY WEALTH MANAGEMENT, LLC
CRD 169216 · SEC 801-114053
899 CASSATT ROAD, SUITE 120, BERWYN, PA, 19312, United States
Phone
610-296-2020
Fax
610-296-2188
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$399.2M
Discretionary AUM
$379.8M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $46.1M |
| High net worth individuals | 114 | $263.5M |
| Pension/profit sharing plans | 20 | $89.6M |
States served
LA, NJ, PA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/kelly-catania-cfp%C2%AE-aa0255115/
- HTTP://WWW.TRINITY-WEALTH.COM
- https://www.facebook.com/trinitywealthmgmt/
- https://twitter.com/trinity_wealth
- https://www.youtube.com/channel/UCnEa6AMvbYcsndBkxfgjuZw
- https://www.linkedin.com/in/j-charles-mann-cfp%C2%AE-crpc%C2%AE-4956638/
- https://www.linkedin.com/in/marjorie-wentz/
- https://www.linkedin.com/in/justin-wentz-cfp%C2%AE-aif%C2%AE-crpc%C2%AE-b06193a8/
- https://www.linkedin.com/company/trinity-wealth-management-llc---pa
Official SEC filing: View on IAPD