Trinity Wealth Management, LLC
● SEC registered since 2018CRD 169216SEC# 801-114053Berwyn, PA
Reg. AUM
$399.2M
Employees
7
Accounts
682
Location
Berwyn, PA
Trinity Wealth Management, LLC assets under management
Trinity Wealth Management, LLC is an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2018. It reports $399.2 million in regulatory assets under management and employs 7 people.
Trinity Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Charles Mann Control | Chief Compliance Officer, President, & Senior Wealth Manager | Over 75% | 2014 |
| Julia Mann | Director Of Operations | Under 5% | 2026 |
| Marjorie Buff Wentz | Vice President | Under 5% | 2026 |
Frequently asked questions
How much does Trinity Wealth Management, LLC manage?
Trinity Wealth Management, LLC reports $399.2 million in regulatory assets under management on its Form ADV.
How many employees does Trinity Wealth Management, LLC have?
Trinity Wealth Management, LLC reports 7 employees.
Where is Trinity Wealth Management, LLC located?
Trinity Wealth Management, LLC is based in Berwyn, PA and has been SEC-registered since 2018.
Does Trinity Wealth Management, LLC disclose fund performance?
Trinity Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 899 Cassatt Road, Suite 120, Berwyn, PA 19312 |
| Phone | 610-296-2020 |
| Fax | 610-296-2188 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1685364 |
| Discloses disciplinary history | No |
Regulatory AUM
$399.2M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$399.2Mregulatory AUM
Discretionary $379.8MNon-discretionary $19.4M