TRINITY WEALTH MANAGEMENT LLC
CRD #152355 SEC #801-80014 CINCINNATI, OH 513-794-2870
SEC Registered
Total AUM
$356.9M
Discretionary
$356.9M
Employees
4
Clients
51
Accounts
925
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $356.9M | $356.9M | $0 | 4 | 0 |
| Mar 2024 | $300.3M | $300.3M | $0 | 4 | 0 |
| Mar 2023 | $272.6M | $272.6M | $0 | 4 | 98 |
| Mar 2022 | $270M | $270M | $0 | 4 | 98 |
| Mar 2021 | $232.9M | $232.9M | $0 | 4 | 108 |
| Jun 2020 | $211M | $211M | $0 | 3 | 95 |
| Mar 2020 | $211M | $211M | $0 | 3 | 95 |
| Mar 2019 | $199M | $198M | $1M | 4 | 110 |
| Mar 2018 | $180M | $180M | $0 | 4 | 110 |
| Sep 2017 | $160.1M | $160.1M | $0 | 4 | 100 |
| Mar 2017 | $160.1M | $160.1M | $0 | 4 | 100 |
| Mar 2016 | $128.7M | $128.7M | $0 | 4 | 100 |
| Jul 2015 | $138M | $138M | $0 | 4 | 26 |
| Mar 2015 | $138M | $138M | $0 | 4 | 26 |
| Aug 2014 | $118.1M | $118.1M | $0 | 3 | 26 |
| Jul 2014 | $118.1M | $118.1M | $0 | 3 | 26 |
| Jun 2014 | $118.1M | $118.1M | $0 | 3 | 26 |
DateMar 2025
Total AUM$356.9M
Discretionary$356.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees4
Clients98
DateMar 2022
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees4
Clients98
DateMar 2021
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees4
Clients108
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees3
Clients95
DateMar 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees3
Clients95
DateMar 2019
Total AUM$199M
Discretionary$198M
Non-Disc.$1M
Employees4
Clients110
DateMar 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients110
DateSep 2017
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees4
Clients26
DateAug 2014
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients26
DateJul 2014
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2014
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees3
Clients26