TRILOGY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BAY CITY, Texas
- CRD number
- 326773
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trilogy Wealth Management, LLC is a financial advisory firm that specializes in providing financial planning services and portfolio management for individuals and small businesses. As a limited liability company, it operates with a focus on delivering tailored investment strategies to its clients. The firm does not classify itself under any specific category, which indicates a flexible approach to its advisory services. Trilogy Wealth Management is not an active ESG investor and does not engage in capital allocation or pension consulting, positioning itself primarily in the realm of personal financial management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ANDREW STRAUB
Registered RepresentativeCRD 7548958
MARVIN FARRAR
OwnerCRD 2195541
TERRY FARRAR
OwnerCRD 2277496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BAY CITY, TX
MATAGORDA
Location
BAY CITY, TX
Headquartered in BAY CITY, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MATAGORDA
- Address
- 2041 Avenue F
- Time zone
- CT (UTC-6)
- Office locations
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