TRISPERITY ADVISORS, LLC
CRD #142438 SEC #801-113723 KATY, TX 281-395-1021
SEC Registered
Total AUM
$283.7M
Discretionary
$281.7M
Employees
2
Clients
251
Accounts
808
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $283.7M | $281.7M | $2M | 2 | 0 |
| Mar 2024 | $261M | $259.1M | $1.9M | 2 | 0 |
| May 2023 | $222.6M | $220.7M | $1.9M | 2 | 0 |
| Mar 2023 | $222.6M | $220.7M | $1.9M | 2 | 0 |
| Mar 2022 | $238.7M | $236.5M | $2.2M | 2 | 0 |
| Mar 2021 | $203.3M | $200.9M | $2.4M | 2 | 0 |
| Jun 2020 | $168.1M | $164.6M | $3.5M | 2 | 0 |
| Mar 2020 | $168.1M | $164.6M | $3.5M | 2 | 0 |
| Mar 2019 | $145.5M | $133.5M | $12M | 2 | 0 |
| Jun 2018 | $129.2M | $117.4M | $11.8M | 2 | 0 |
DateMar 2025
Total AUM$283.7M
Discretionary$281.7M
Non-Disc.$2M
Employees2
Clients0
DateMar 2024
Total AUM$261M
Discretionary$259.1M
Non-Disc.$1.9M
Employees2
Clients0
DateMay 2023
Total AUM$222.6M
Discretionary$220.7M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2023
Total AUM$222.6M
Discretionary$220.7M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2022
Total AUM$238.7M
Discretionary$236.5M
Non-Disc.$2.2M
Employees2
Clients0
DateMar 2021
Total AUM$203.3M
Discretionary$200.9M
Non-Disc.$2.4M
Employees2
Clients0
DateJun 2020
Total AUM$168.1M
Discretionary$164.6M
Non-Disc.$3.5M
Employees2
Clients0
DateMar 2020
Total AUM$168.1M
Discretionary$164.6M
Non-Disc.$3.5M
Employees2
Clients0
DateMar 2019
Total AUM$145.5M
Discretionary$133.5M
Non-Disc.$12M
Employees2
Clients0
DateJun 2018
Total AUM$129.2M
Discretionary$117.4M
Non-Disc.$11.8M
Employees2
Clients0