Trinity Wealth Management LLC

Trinity Wealth Management LLC (CRD# 152355) is a financial advisory firm headquartered in Cincinnati, OH. They manage $128,656,125 in 728 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $176,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Trinity Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
John B. Dexter
CRD#: 2613721
8041 Hosbrook Road, Suite 422, Cincinnati, OH 45236
96
Wealthminder
score

John Dexter (CRD# 2613721) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 21 years of experience in the finance industry. John Dexter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles N. Kuhn
CRD#: 2599437
8035 Hosbrook Road, Suite 305, Cincinnati, OH 45236
93
Wealthminder
score

Charles Kuhn (CRD# 2599437) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

3
Robert J. Wassel
CRD#: 4728480
8041 Hosbrook Road, Suite 422, Cincinnati, OH 45236
93
Wealthminder
score

Robert Wassel (CRD# 4728480) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.

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