# Troutman Wealth

Troutman Wealth is a Registered Investment Adviser based in Malvern, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Malvern, United States
- **Region:** North America
- **Address:** Malvern, PA, United States
- **Assets under management:** $152.5M regulatory AUM (Form ADV, March 2026)
- **Website:** troutmanwealthmanagement.com

## Regulatory record

- **CRD number:** 301107
- **SEC file number:** 801-121486
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30
- **Reports private funds:** No

## About

Troutman Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 301107, SEC file 801-121486), with its main office in Malvern, Pennsylvania. Its Form ADV filed on 30 March 2026 reports $152.5M in regulatory assets under management across 393 accounts.

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Updated: 2026-10-14T19:21:12.885Z

Canonical page: https://altss.com/profile/troutman-wealth

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