Julia Mann
Director Of OperationsTrinity Wealth Management, LLCCRD 8234195
About Julia Mann
Julia Mann is listed as Director Of Operations at Trinity Wealth Management, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trinity Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julia Mann work?
Julia Mann is listed as Director Of Operations at Trinity Wealth Management, LLC on SEC Form ADV.
How much of Trinity Wealth Management, LLC does Julia Mann own?
Form ADV reports a beneficial ownership band of Under 5%.
Trinity Wealth Management, LLC
| Title | Director Of Operations |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |