Trinity Wealth Management LLC
Trinity Wealth Management LLC (CRD# 171854) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $8,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Trinity Wealth Management LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$283,333
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States

Registered Investment Advisor
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.
TX, WI
Financial Advisors at Trinity Wealth Management LLC
1
Casey O'leary (CRD# 4680454) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Oconomowoc, WI and has over 14 years of experience in the finance industry.
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