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 LLC is an independent registered investment adviser that came under SEC registration in 2021. Structured as a limited liability company and owned by an individual, the firm serves both individual and family clients as well as institutional and business clients. Its fee model is a percentage of assets under management. Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not describe itself as an active ESG investor.
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%
Contacts
1 of 1STEPHEN TROUTMAN
FounderCRD 4747105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$176M in ETFs
39%
$68.6M
52%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | Capital Group | Active | Intermediate Core Plus Bond | $17.1M | 767,349 | 9.73% |
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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