TROMBLEY WEALTH MANAGEMENT

Overview

Trombley Wealth Management is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm acts as a capital allocator for both high-net-worth individuals and small institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee mix includes percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, which supports both ongoing discretionary portfolio management and one-off advisory work. Investment activity shows a clear preference for pooled public vehicles: the firm’s largest allocation is to public funds and mutual funds. Trombley Wealth Management also allocates to third-party alternative managers in hedge funds, real estate and commodities. As an adviser that custodies nearly all assets with a single primary custodian, the firm appears to run consolidated, advisor-driven portfolios rather than a network of fragmented custody relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices