Trica Wealth Planning, LLC

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.

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.

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.

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.

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.