Trimarc Wealth Management LLC
● SEC registered since 2012CRD 163336SEC# 801-75381
Reg. AUM
$232.4M
Employees
3
Accounts
78
Location
—
About Trimarc Wealth Management
TriMarC Wealth Management provides investment management and financial counseling for individuals and families. The firm draws on experience in executive financial counseling and focuses on personalized guidance for complex financial situations.
Summary based on the firm’s website.
Trimarc Wealth Management LLC assets under management
Trimarc Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $232.4 million in regulatory assets under management and employs 3 people.
Trimarc Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominick Joseph Trimarchi Control | Managing Member/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Trimarc Wealth Management LLC manage?
Trimarc Wealth Management LLC reports $232.4 million in regulatory assets under management on its Form ADV.
How many employees does Trimarc Wealth Management LLC have?
Trimarc Wealth Management LLC reports 3 employees.
Does Trimarc Wealth Management LLC disclose fund performance?
Trimarc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-450-7091 |
| Fax | 518-533-7788 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$232.4M▼ 4%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$232.4Mregulatory AUM
Discretionary $232.4M