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TRINITY WEALTH
TRINITY WEALTH PARTNERS, LLC
CRD 325294
6105 S. MAIN ST., STE. 200, AURORA, CO, 80016, United States
Phone
720-260-4235
Fax
720-615-0788
Registration
— (—)
Source
State registered
Total AUM
$18.5M
Discretionary AUM
$18.5M
Team
3 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ESTATE PLANNING ASSISTANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $10.3M |
| High net worth individuals | 5 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD