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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TROUTMAN, STEPHEN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (6)
CT LA NJ PA TX VA
Address
101 LINDENWOOD DRIVESUITE 225
MALVERN, PA 19335
United States
Phone: 484-256-7466