Be advised. This firm is no longer registered.

Trinity Wealth Management LLC

Trinity Wealth Management LLC (CRD# 171854) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $9,750,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
405 East Forest Street, Suite 106, Oconomowoc, WI 53066
http://www.trinitywmllc.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $139,286
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
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Trinity Wealth Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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