Trinity Wealth Management, LLC

Trinity Wealth Management, LLC (CRD# 169216) is a financial advisory firm headquartered in Berwyn, PA. They manage $64,100,000 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $275,107
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.

PA, TX

Financial Advisors at Trinity Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John C. Mann
CRD#: 4188154
1000 Westlakes Dr., Suite 275, Berwyn, PA 19312
96
Wealthminder
score

John Mann (CRD# 4188154) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 16 years of experience in the finance industry. John Mann 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
Marjorie B. Wentz
CRD#: 6298629
1000 Westlakes Dr., Suite 275, Berwyn, PA 19312
89
Wealthminder
score

Marjorie Wentz (CRD# 6298629) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 2 years of experience in the finance industry.

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