TRINITY WEALTH MANAGEMENT, LLC
CRD #169216 SEC #801-114053 BERWYN, PA 610-296-2020
SEC Registered
Total AUM
$304.4M
Discretionary
$287.7M
Employees
7
Clients
0
Accounts
631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $304.4M | $287.7M | $16.7M | 7 | 0 |
| Feb 2025 | $304.4M | $287.7M | $16.7M | 7 | 0 |
| Feb 2024 | $247.8M | $232.2M | $15.6M | 6 | 0 |
| Feb 2024 | $247.8M | $232.2M | $15.6M | 6 | 0 |
| Dec 2023 | $204.4M | $176.6M | $27.7M | 6 | 3 |
| Feb 2023 | $204.4M | $176.6M | $27.7M | 6 | 3 |
| May 2022 | $202.8M | $168.2M | $34.6M | 6 | 0 |
| Feb 2022 | $202.8M | $168.2M | $34.6M | 6 | 0 |
| Apr 2021 | $164.3M | $135.5M | $28.8M | 6 | 0 |
| Feb 2021 | $164.3M | $135.5M | $28.8M | 6 | 0 |
| Oct 2020 | $136.7M | $113.8M | $22.9M | 7 | 1 |
| Jun 2020 | $136.7M | $113.8M | $22.9M | 7 | 1 |
| Mar 2020 | $136.7M | $113.8M | $22.9M | 7 | 1 |
| Feb 2019 | $100.2M | $85.1M | $15M | 6 | 0 |
| Aug 2018 | $106.4M | $92.6M | $13.8M | 4 | 1 |
| May 2014 | $44.9M | $42.2M | $2.7M | 2 | 0 |
| Apr 2014 | $44.9M | $42.2M | $2.7M | 2 | 0 |
| Apr 2014 | $44.9M | $42.2M | $2.7M | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2013 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$304.4M
Discretionary$287.7M
Non-Disc.$16.7M
Employees7
Clients0
DateFeb 2025
Total AUM$304.4M
Discretionary$287.7M
Non-Disc.$16.7M
Employees7
Clients0
DateFeb 2024
Total AUM$247.8M
Discretionary$232.2M
Non-Disc.$15.6M
Employees6
Clients0
DateFeb 2024
Total AUM$247.8M
Discretionary$232.2M
Non-Disc.$15.6M
Employees6
Clients0
DateDec 2023
Total AUM$204.4M
Discretionary$176.6M
Non-Disc.$27.7M
Employees6
Clients3
DateFeb 2023
Total AUM$204.4M
Discretionary$176.6M
Non-Disc.$27.7M
Employees6
Clients3
DateMay 2022
Total AUM$202.8M
Discretionary$168.2M
Non-Disc.$34.6M
Employees6
Clients0
DateFeb 2022
Total AUM$202.8M
Discretionary$168.2M
Non-Disc.$34.6M
Employees6
Clients0
DateApr 2021
Total AUM$164.3M
Discretionary$135.5M
Non-Disc.$28.8M
Employees6
Clients0
DateFeb 2021
Total AUM$164.3M
Discretionary$135.5M
Non-Disc.$28.8M
Employees6
Clients0
DateOct 2020
Total AUM$136.7M
Discretionary$113.8M
Non-Disc.$22.9M
Employees7
Clients1
DateJun 2020
Total AUM$136.7M
Discretionary$113.8M
Non-Disc.$22.9M
Employees7
Clients1
DateMar 2020
Total AUM$136.7M
Discretionary$113.8M
Non-Disc.$22.9M
Employees7
Clients1
DateFeb 2019
Total AUM$100.2M
Discretionary$85.1M
Non-Disc.$15M
Employees6
Clients0
DateAug 2018
Total AUM$106.4M
Discretionary$92.6M
Non-Disc.$13.8M
Employees4
Clients1
DateMay 2014
Total AUM$44.9M
Discretionary$42.2M
Non-Disc.$2.7M
Employees2
Clients0
DateApr 2014
Total AUM$44.9M
Discretionary$42.2M
Non-Disc.$2.7M
Employees2
Clients0
DateApr 2014
Total AUM$44.9M
Discretionary$42.2M
Non-Disc.$2.7M
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0