Trinity Wealth Management LLC

Trinity Wealth Management LLC (CRD# 152355) is a financial advisory firm headquartered in Cincinnati, OH. They manage $300,300,000 in 904 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8040 Hosbrook Road, Suite 220, Cincinnati, OH 45236
http://www.gotrinitywealth.com
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    904
    ACCOUNTS
  • Average Account Value
    $332,190
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
Types of Clients
Registered States
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 Dexter, financial advisor Cincinnati OH
John B. Dexter
CRD#: 2613721
8040 Hosbrook Road, Suite 220, Cincinnati, OH 45236

John Dexter (CRD# 2613721) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.

2
Charles Kuhn, financial advisor Cincinnati OH
Charles N. Kuhn
CRD#: 2599437
8035 Hosbrook Road, Suite 305, Cincinnati, OH 45236

Charles Kuhn (CRD# 2599437) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.

3
Robert Wassel, financial advisor Cincinnati OH
Robert J. Wassel
CRD#: 4728480
8040 Hosbrook Road, Suite 220, Cincinnati, OH 45236

Robert Wassel (CRD# 4728480) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Cincinnati, OH and has over 19 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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