# Trinity Wealth Management, LLC

> Trinity Wealth Management, LLC is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 169216
- Filed as: TRINITY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169216
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216

## Quick answers

**How is Trinity Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Trinity Wealth Management, LLC located?**
Trinity Wealth Management, LLC's principal office is in Berwyn, PA, according to its Form ADV.

**Is Trinity Wealth Management, LLC registered with the SEC or a state?**
Trinity Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 169216.

**How much does Trinity Wealth Management, LLC manage?**
Trinity Wealth Management, LLC reports $399,170,742 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (95% discretionary).

**How have Trinity Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trinity Wealth Management, LLC: Regulatory assets under management: $164,294,383 in the October 2021 data and $399,170,742 in the October 2026 data, up 143%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trinity Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (114); individuals (other than high net worth individuals) (106); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Trinity Wealth Management, LLC use?**
Trinity Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trinity 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/169216

**What changed in Trinity Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $304,363,692 to $399,170,742 (+31%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $399,170,742
- Discretionary: $379,801,148
- Non-discretionary: $19,369,594

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $46,090,659 |
| High net worth individuals | 114 | $263,466,894 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $89,613,189 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trinity-wealth.com
- Facebook @trinitywealthmgmt
- LinkedIn @trinity-wealth-management-llc---pa
- LinkedIn @j-charles-mann-cfp®-crpc®-4956638
- LinkedIn @justin-wentz-cfp®-aif®-crpc®-b06193a8
- LinkedIn @kelly-catania-cfp®-aa0255115
- LinkedIn @marjorie-wentz
- X @trinity_wealth
- YouTube @UCnEa6AMvbYcsndBkxfgjuZw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,294,383 | 6 | April 1, 2021 |
| October 2022 | $202,796,029 | 6 | May 24, 2022 |
| October 2023 | $204,354,385 | 6 | February 23, 2023 |
| October 2024 | $247,834,518 | 6 | February 12, 2024 |
| October 2025 | $304,363,692 | 7 | February 27, 2025 |
| October 2026 | $399,170,742 | 7 | March 5, 2026 |

Regulatory assets under management: $164,294,383 in the October 2021 data and $399,170,742 in the October 2026 data, up 143%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $304,363,692 to $399,170,742 (+31%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Wealth Management, LLC (CRD 169216): Form ADV filing data as of October 2026.