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Trica Wealth Planning, LLC
Trica Wealth Planning, LLC is a registered investment advisor providing wealth planning and investment management for high-net-worth families.
Trica Wealth Planning, LLC
Trica Wealth Planning, LLC is a registered investment advisor (RIA) that operates in the wealth management space, serving high-net-worth individuals and families. The firm emphasizes comprehensive wealth planning, including tax optimization, estate planning, and retirement income strategies. Its team of advisors works closely with clients to develop personalized financial plans. The firm's investment approach is multi-asset class, typically allocating across equities, fixed income, and alternative investments such as private equity and real estate. While no specific portfolio companies are publicly attributed to Trica Wealth Planning, the RIA model allows for client-specific direct investments and fund-of-funds allocations. The geographic focus is primarily the United States. Trica Wealth Planning does not publicly disclose its assets under management or the number of professionals employed. The firm maintains a single office location and has not established additional offices. No philanthropic foundations or related vehicles are publicly linked to the firm. The key structural differentiator for Trica Wealth Planning is its RIA status, which imposes a fiduciary duty to act in clients' best interests. This regulatory distinction shapes the firm's client relationships, placing it in the oversight of the SEC or state securities regulators depending on assets managed. The firm's governance structure is centered on compliance with investment advisor regulations rather than a family office principal.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Trica Wealth Planning?
Trica Wealth Planning does not publicly name specific investment professionals. As an RIA, investment decisions are made by a team of advisors subject to the firm's investment committee or similar oversight structure. The firm registers with state or SEC regulators, which lists key personnel.
How does Trica Wealth Planning source proprietary deal flow?
As an RIA, Trica Wealth Planning does not typically originate proprietary investments. Investment opportunities are sourced through third-party asset managers, fund-of-funds, and vetted co-investment platforms. Clients may access alternative assets via these external relationships rather than a dedicated direct investment team.
Is Trica Wealth Planning structured as a single family office or does it operate more like a wealth management firm?
Trica Wealth Planning is structured as a registered investment advisor, serving multiple families and individuals. This is distinct from a single-family office, which serves one ultra-high-net-worth family. The firm operates under fiduciary standards set by the SEC or state regulators.
Does Trica Wealth Planning participate in fund commitments or only direct deals?
The firm primarily invests through managed accounts and fund-of-funds structures rather than making its own fund commitments or direct equity deals. Each client portfolio is tailored, so allocations vary but typically involve pooled investment vehicles and separately managed accounts.
What investment stages does Trica Wealth Planning typically target?
Trica Wealth Planning focuses on growth and preservation stages rather than venture capital or early-stage investments. Clients' portfolios emphasize public equities, fixed income, and established alternative investment funds. Direct venture investments are not a disclosed focus.
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