Trinity Wealth Management, LLC

Trinity Wealth Management, LLC (CRD# 169216) is a financial advisory firm headquartered in Berwyn, PA. They manage $247,834,518 in 573 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
899 Cassatt Road, Suite 120, Berwyn, PA 19312
https://www.youtube.com/channel/ucnea6amvbycsndbkxfgjuzw
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $432,521
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.

FL, NJ, PA, TX

Financial Advisors at Trinity Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kelly Catania, financial advisor Berwyn PA
Kelly N. Catania
CRD#: 6978379
1000 Westlake Dr., Suite 275, Berwyn, PA 19312

Kelly Catania (CRD# 6978379) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 5 years of experience in the finance industry.

2
John Mann, financial advisor Berwyn PA
John C. Mann
CRD#: 4188154
899 Cassatt Road, Suite 120, Berwyn, PA 19312

John Mann (CRD# 4188154) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.

3
Marjorie Wentz, financial advisor Berwyn PA
Marjorie B. Wentz
CRD#: 6298629
899 Cassatt Road, Suite 120, Berwyn, PA 19312

Marjorie Wentz (CRD# 6298629) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 10 years of experience in the finance industry.

4
Justin Wentz, financial advisor Berwyn PA
Justin Wentz
CRD#: 6764573
899 Cassatt Road, Suite 120, Berwyn, PA 19312

Justin Wentz (CRD# 6764573) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 6 years of experience in the finance industry.

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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