# Trinity Wealth Management LLC

> 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.

- CRD: 152355
- Filed as: TRINITY WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152355
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-wealth-management-llc-cincinnati-oh-152355

## 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 Cincinnati, OH, 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 2014. Status as filed: Approved. CRD 152355.

**How much does Trinity Wealth Management LLC manage?**
Trinity Wealth Management LLC reports $425,170,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% 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: $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.

**What types of clients does Trinity Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (21).

**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/152355

**What changed in Trinity Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $356,930,000 to $425,170,000 (+19%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $425,170,000
- Discretionary: $425,170,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $16,080,000 |
| High net worth individuals | 73 | $409,090,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gotrinitywealth.com
- LinkedIn @TRINITY-WEALTH-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $232,900,000 | 4 | March 30, 2021 |
| October 2022 | $270,000,000 | 4 | March 23, 2022 |
| October 2023 | $272,557,000 | 4 | March 23, 2023 |
| October 2024 | $300,300,000 | 4 | March 22, 2024 |
| October 2025 | $356,930,000 | 4 | March 25, 2025 |
| October 2026 | $425,170,000 | 4 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $356,930,000 to $425,170,000 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Wealth Management LLC (CRD 152355): Form ADV filing data as of October 2026.