Troutman Wealth
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 301107
- Registered since
- July 14, 2021
- Website
- troutmanwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.5%
- Individuals10.21%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Troutman Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm operates on a percentage-of-AUM fee model and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Troutman Wealth does not position itself as a capital allocator; instead it manages discretionary portfolios and relies on third-party managers for certain alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- State & Local Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$191M in ETFs
38%
$73.2M
52%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $17.1M | 807,727 | 8.95% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 101 Lindenwood Dr
- Time zone
- ET (UTC-5)
- Office locations
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