TRINITY WEALTH MANAGEMENT LLC

CRD #152355 SEC #801-80014 CINCINNATI, OH 513-794-2870

SEC Registered

Total AUM

$356.9M

Discretionary

$356.9M

Employees

Clients

Accounts

925

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 25, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	PARTNER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CHIEF COMPLIANCE OFFICER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
WASSEL, ROBERT, JAMES	I	CCO / MANAGING MEMBER	D	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	C	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	C	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	C	Control
DEXTER, JOHN, BROCK	I	MANAGING MEMBER	C	Control
Dexter, Christopher, Brock	I	OPERATIONS SUPPORT	A
Dexter, Christopher, Brock	I	OPERATIONS SUPPORT	A

Registrations

Federal

Mar 25, 2025 REGISTERED

Notice Filings (1)

Address

8040 HOSBROOK ROAD
SUITE 220
CINCINNATI, OH 45236
United States

Phone: 513-794-2870