{
  "crd_number": 152355,
  "slug": "trinity-wealth-management-llc-cincinnati-oh-152355",
  "primary_business_name": "TRINITY WEALTH MANAGEMENT LLC",
  "legal_name": "TRINITY WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-08",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 425170000.0,
  "raum_discretionary": 425170000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16080000.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 409090000.0,
      "count": 73
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://gotrinitywealth.com",
    "https://linkedin.com/COMPANY/TRINITY-WEALTH-MANAGEMENT-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152355",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-cincinnati-oh-152355",
  "display_name": "Trinity Wealth Management LLC",
  "summary": "Trinity Wealth Management LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Trinity Wealth Management LLC (CRD 152355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Trinity Wealth Management LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Trinity Wealth Management LLC located?",
      "a": "Trinity Wealth Management LLC's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Trinity Wealth Management LLC registered with the SEC or a state?",
      "a": "Trinity Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 152355."
    },
    {
      "q": "How much does Trinity Wealth Management LLC manage?",
      "a": "Trinity Wealth Management LLC reports $425,170,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trinity Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trinity Wealth Management LLC: Regulatory assets under management: $232,900,000 in the October 2021 data and $425,170,000 in the October 2026 data, up 83%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trinity Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (21)."
    },
    {
      "q": "Does Trinity Wealth Management LLC report any disciplinary disclosures?",
      "a": "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/152355"
    },
    {
      "q": "What changed in Trinity Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $356,930,000 to $425,170,000 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 232900000.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 270000000.0,
      "total_employees": 4,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 272557000.0,
      "total_employees": 4,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 300300000.0,
      "total_employees": 4,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 356930000.0,
      "total_employees": 4,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 425170000.0,
      "total_employees": 4,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $356,930,000 to $425,170,000 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-cincinnati-oh-152355.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 16080000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 409090000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}