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Trinity Wealth Solutions
Trinity Wealth Solutions LLC is a state-registered investment adviser in Sterling Heights, MI. The firm manages approximately $53 million in regulatory assets.
Overview
Trinity Wealth Solutions LLC is a state-registered investment adviser in Sterling Heights, MI. The firm manages approximately $53 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Trinity Wealth Solutions?
Trinity Wealth Solutions has not publicly named its principals or investment committee members. Multi-family offices of this profile sometimes operate with a low public profile, disclosing leadership only to prospective clients during the due-diligence process.
What is the minimum net worth to become a client of Trinity Wealth Solutions?
Trinity Wealth Solutions has not published client minimums. Multi-family offices commonly require between $10 million and $50 million in investable assets, though some accept clients at lower thresholds or operate with fully bespoke arrangements. The actual figure can only be confirmed directly with the firm.
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