TRINITY WEALTH MANAGEMENT, LLC

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Trinity Wealth Management is based out of Berwyn. Trinity Wealth Management is a large advisory firm with 122 clients and discretionary assets under management (AUM) of $85,130,461 (Form ADV from 2019-02-27). Their last reported 13F filing for Q4 2019 included $99,586,000 in managed 13F securities and a top 10 holdings concentration of 82.6%. Trinity Wealth Management's largest holding is iShares Edge MSCI USA Quality Factor ETF with shares held of 114,435. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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TRINITY WEALTH MANAGEMENT, LLC
1000 WESTLAKES DR. SUITE 275
BERWYN PA    19312
Country: United States

Business Phone: 610-296-2020
Fax: 610-296-2188
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 39,432,100
Total Number of Clients: 122
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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