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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 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
Location
Region
North America
Country
United States
City
Berwyn, PA
Corporate office
Berwyn, PA, United States
Frequently asked questions
What is Trinity Wealth Management?
Trinity Wealth Management is a bank / wealth / trust headquartered in Berwyn, PA, United States.
When was Trinity Wealth Management founded?
Trinity Wealth Management was founded in 2005.
Where is Trinity Wealth Management headquartered?
Trinity Wealth Management is headquartered in Berwyn, PA, United States, in the North America region.
What does Altss track for Trinity Wealth Management?
Altss maintains an OSINT-verified profile of Trinity Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Trinity Wealth Management's website?
Trinity Wealth Management's public website is trinity-wealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Trinity Wealth Management?
Trinity Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Trinity Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Trinity Wealth Management's Altss profile last updated?
Trinity Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
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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