TROUTMAN WEALTH MANAGEMENT, LLC
Legal name: TROUTMAN WEALTH MANAGEMENT
CRD #301107 SEC #801-121486 MALVERN, PA 484-256-7466
SEC Registered
Total AUM
$132.8M
Discretionary
$132.8M
Employees
2
Clients
0
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132.8M | $132.8M | $0 | 2 | 0 |
| Mar 2024 | $119M | $117.9M | $1.1M | 2 | 0 |
| Mar 2023 | $102.4M | $101.3M | $1.2M | 2 | 0 |
| Mar 2022 | $117.7M | $116M | $1.6M | 2 | 0 |
| Jul 2021 | $102.3M | $100M | $2.4M | 2 | 0 |
| May 2021 | $102.3M | $100M | $2.4M | 2 | 0 |
| May 2021 | $102.3M | $100M | $2.4M | 2 | 0 |
DateMar 2025
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$119M
Discretionary$117.9M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2023
Total AUM$102.4M
Discretionary$101.3M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2022
Total AUM$117.7M
Discretionary$116M
Non-Disc.$1.6M
Employees2
Clients0
DateJul 2021
Total AUM$102.3M
Discretionary$100M
Non-Disc.$2.4M
Employees2
Clients0
DateMay 2021
Total AUM$102.3M
Discretionary$100M
Non-Disc.$2.4M
Employees2
Clients0
DateMay 2021
Total AUM$102.3M
Discretionary$100M
Non-Disc.$2.4M
Employees2
Clients0