# Trica Wealth Planning, LLC

Trica Wealth Planning, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 341055
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341055

## About

TRICA WEALTH PLANNING, LLC is a state-registered investment adviser. It has a staff of 1 employee and 1 investment adviser.

## 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.

### 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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Last updated: 2026-07-06T01:24:27.442Z

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