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Trinity Wealth Management
Founded in 2005 and based in Berwyn, Pennsylvania, Trinity Wealth Management operates as a registered investment advisor with a dual mandate that spans both...
Trinity Wealth Management
Founded in 2005 and based in Berwyn, Pennsylvania, Trinity Wealth Management operates as a registered investment advisor with a dual mandate that spans both private wealth and institutional advisory relationships. The firm advises individuals, high-net-worth families, trusts, estates, and pension and profit-sharing plans — a client mix that places it at the intersection of retail wealth management and fiduciary institutional consulting. The advisory practice encompasses portfolio management and financial planning, with a service model built around individually managed accounts rather than pooled-fund vehicles. The firm's documented client base includes trusts and estates alongside pension plans, suggesting exposure to both intergenerational wealth-transfer structures and employer-sponsored retirement assets — two categories that typically require distinct fiduciary, tax, and regulatory expertise. Headquartered in Berwyn, a Philadelphia suburb on the Main Line, the firm operates from what public record indicates is a single-office footprint. The absence of disclosed AUM or named principals in publicly available filings reflects the firm's posture as a closely held advisory practice rather than a growth-oriented consolidator. The structural differentiator is the combination of trust-and-estate advisory with pension-plan consulting under one small-firm roof. Most RIAs of similar scale specialize in either private-client or institutional work. Trinity's blended book — individuals, trusts, estates, and retirement plans — implies a generalist fiduciary model that is increasingly rare as the RIA industry consolidates around niche specialization.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Berwyn, PA, United States
Frequently asked questions
Is Trinity Wealth Management a single-family office or a multi-client advisory practice?
Trinity Wealth Management is a multi-client registered investment advisor, not a single-family office. The firm's public filings indicate it advises individuals, high-net-worth families, trusts, estates, and pension plans — a traditional RIA client base. There is no publicly available evidence that the firm is tied to a single source of family wealth or operates as a dedicated family office.
Does Trinity Wealth Management manage pooled investment vehicles or only separate accounts?
Based on the firm's registration as an investment advisor providing portfolio management and financial planning services, Trinity appears to operate primarily through separately managed accounts rather than offering proprietary pooled funds. The firm's client list — including trusts and pension plans — further supports a tailored account structure, though specific vehicle details are not publicly disclosed.
What types of clients does Trinity Wealth Management serve?
Trinity's publicly documented client categories include individuals, high-net-worth individuals, trusts, estates, and pension and profit-sharing plans. This mix indicates the firm serves both personal wealth clients — including intergenerational trust structures — and institutional retirement-plan sponsors.
Where is Trinity Wealth Management located and does it have additional offices?
Trinity Wealth Management is headquartered in Berwyn, Pennsylvania, a Main Line suburb west of Philadelphia. No additional office locations are publicly disclosed, suggesting the firm operates from a single location serving the greater Philadelphia region.
How is the firm compensated for its advisory services?
As a registered investment advisor, Trinity Wealth Management is held to a fiduciary standard and primarily earns compensation through asset-based fees calculated as a percentage of assets under management. The firm's registration does not indicate commission-based brokerage activity, which is consistent with a fee-only RIA model, though specific fee schedules are not publicly available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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