TRINITY WEALTH

Overview

Trinity Wealth is an independent registered investment adviser organized as a limited liability company that manages a concentrated book of individual and family clients. The firm’s investment posture is equity-first: nearly all reported assets are held in exchange-traded equities and equity-focused strategies. Trinity Wealth provides financial planning and portfolio management for individuals and small businesses, charging both AUM-based and fixed fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity is centered on liquid, listed markets rather than private or complex alternatives. The firm appears to favor separately managed account structures and exchange-traded vehicles to deliver equity exposure, while also offering more traditional packaged products such as mutual funds and annuities through its insurance affiliation. Given the small client base, Trinity Wealth likely emphasizes customized, account-level portfolio management and direct equity or ETF allocations rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices