# Trimarc Wealth Management LLC

> Trimarc Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 163336
- Filed as: TRIMARC WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163336
- AdvisorCensus page: https://advisorcensus.com/firm/trimarc-wealth-management-llc-163336

## Quick answers

**How is Trimarc Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trimarc Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Trimarc Wealth Management LLC registered with the SEC or a state?**
Trimarc Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 163336.

**How much does Trimarc Wealth Management LLC manage?**
Trimarc Wealth Management LLC reports $232,350,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Trimarc Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Trimarc Wealth Management LLC: Regulatory assets under management: $171,829,154 in the October 2021 data and $232,350,000 in the October 2026 data, up 35%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trimarc Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); charitable organizations (1).

**Does Trimarc Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163336

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $232,350,000
- Discretionary: $232,350,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $205,381,758 |
| Charitable organizations | 1 | $26,968,242 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [trimarcwm.com](https://trimarcwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,829,154 | 3 | March 31, 2021 |
| October 2022 | $216,200,826 | 3 | April 4, 2022 |
| October 2023 | $187,741,218 | 3 | March 4, 2023 |
| October 2024 | $214,659,901 | 3 | March 12, 2024 |
| October 2025 | $240,870,875 | 3 | February 27, 2025 |
| October 2026 | $232,350,000 | 3 | March 26, 2026 |

Regulatory assets under management: $171,829,154 in the October 2021 data and $232,350,000 in the October 2026 data, up 35%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trimarc Wealth Management LLC (CRD 163336): Form ADV filing data as of October 2026.