# Trinity Wealth Management

Trinity Wealth Management is a Bank / Wealth / Trust based in Berwyn, PA, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Berwyn, PA, United States
- **Region:** North America
- **Address:** Berwyn, PA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** trinity-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/trinity-wealth-management

## Regulatory record

- **CRD number:** 152355
- **SEC file number:** 801-80014
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152355

## About

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.

## Related profiles

- [Trinity International University Endowment](https://altss.com/profile/trinity-international-university-endowment)
- [Triodos Bank](https://altss.com/profile/triodos-bank)

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Last updated: 2026-08-11T02:43:31.692Z

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