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TROUTMAN WEALTH
TROUTMAN WEALTH MANAGEMENT, LLC
CRD 301107 · SEC 801-121486
101 LINDENWOOD DRIVE, SUITE 225, MALVERN, PA, 19335, United States
Phone
484-256-7466
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.5M
Discretionary AUM
$152.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $15.6M |
| High net worth individuals | 49 | $136.5M |
| Charitable organizations | 2 | $444K |
States served
LA, NJ, PA, VA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD