TRINITYPOINT WEALTH, LLC
CRD #297165 SEC #801-113394 MILFORD, CT (203) 693-8525
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
15
Clients
1
Accounts
4,581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Jun 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Jun 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Apr 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Apr 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Mar 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Mar 2024 | $1.4B | $1.3B | $138.3M | 15 | 0 |
| Sep 2023 | $1.1B | $1B | $112.7M | 17 | 0 |
| Aug 2023 | $1.1B | $1B | $112.7M | 17 | 0 |
| May 2023 | $1.1B | $1B | $112.7M | 17 | 0 |
| Apr 2023 | $1.1B | $1B | $112.7M | 17 | 0 |
| Mar 2023 | $1.1B | $1B | $112.7M | 17 | 0 |
| Aug 2022 | $1.2B | $1.1B | $127M | 15 | 0 |
| May 2022 | $1.2B | $1.1B | $127M | 15 | 0 |
| Mar 2022 | $1.2B | $1.1B | $127M | 15 | 0 |
| Aug 2021 | $1B | $913.6M | $123M | 12 | 0 |
| Mar 2021 | $1B | $913.6M | $123M | 12 | 0 |
| Jun 2020 | $825.8M | $728.9M | $96.9M | 13 | 0 |
| Mar 2020 | $737.6M | $730.9M | $6.6M | 13 | 0 |
| Oct 2019 | $524.7M | $520.8M | $4M | 11 | 0 |
| Sep 2019 | $524.7M | $520.8M | $4M | 11 | 0 |
| Jul 2019 | $524.7M | $520.8M | $4M | 11 | 0 |
| Jun 2019 | $524.7M | $520.8M | $4M | 11 | 0 |
| Mar 2019 | $524.7M | $520.8M | $4M | 11 | 0 |
| Sep 2018 | $603M | $589.9M | $13.1M | 10 | 0 |
| Aug 2018 | $0 | $0 | $0 | 10 | 0 |
| Aug 2018 | $0 | $0 | $0 | 10 | 0 |
| Aug 2018 | $0 | $0 | $0 | 10 | 0 |
| Jun 2018 | $0 | $0 | $0 | 10 | 0 |
| May 2018 | $0 | $0 | $0 | 10 | 0 |
| May 2018 | $0 | $0 | $0 | 10 | 0 |
| May 2018 | $0 | $0 | $0 | 1 | 0 |
DateOct 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$138.3M
Employees15
Clients0
DateSep 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$112.7M
Employees17
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$112.7M
Employees17
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$112.7M
Employees17
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$112.7M
Employees17
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$112.7M
Employees17
Clients0
DateAug 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127M
Employees15
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127M
Employees15
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127M
Employees15
Clients0
DateAug 2021
Total AUM$1B
Discretionary$913.6M
Non-Disc.$123M
Employees12
Clients0
DateMar 2021
Total AUM$1B
Discretionary$913.6M
Non-Disc.$123M
Employees12
Clients0
DateJun 2020
Total AUM$825.8M
Discretionary$728.9M
Non-Disc.$96.9M
Employees13
Clients0
DateMar 2020
Total AUM$737.6M
Discretionary$730.9M
Non-Disc.$6.6M
Employees13
Clients0
DateOct 2019
Total AUM$524.7M
Discretionary$520.8M
Non-Disc.$4M
Employees11
Clients0
DateSep 2019
Total AUM$524.7M
Discretionary$520.8M
Non-Disc.$4M
Employees11
Clients0
DateJul 2019
Total AUM$524.7M
Discretionary$520.8M
Non-Disc.$4M
Employees11
Clients0
DateJun 2019
Total AUM$524.7M
Discretionary$520.8M
Non-Disc.$4M
Employees11
Clients0
DateMar 2019
Total AUM$524.7M
Discretionary$520.8M
Non-Disc.$4M
Employees11
Clients0
DateSep 2018
Total AUM$603M
Discretionary$589.9M
Non-Disc.$13.1M
Employees10
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0