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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 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 |
|---|---|---|---|---|
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
| MANN, JOHN, CHARLES | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | E | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (5)
FL LA NJ PA TX
Address
899 CASSATT ROADSUITE 120
BERWYN, PA 19312
United States
Phone: 610-296-2020