# Trinity Wealth Solutions LLC

> Trinity Wealth Solutions LLC is a state-registered investment advisory firm in Sterling Heights, MI, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 324183
- Filed as: TRINITY WEALTH SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sterling Heights, MI
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324183
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-wealth-solutions-llc-sterling-heights-mi-324183

## Quick answers

**How is Trinity Wealth Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Wealth Solutions 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.

**Where is Trinity Wealth Solutions LLC located?**
Trinity Wealth Solutions LLC's principal office is in Sterling Heights, MI, according to its Form ADV.

**Is Trinity Wealth Solutions LLC registered with the SEC or a state?**
Trinity Wealth Solutions LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 324183.

**How much does Trinity Wealth Solutions LLC manage?**
Trinity Wealth Solutions LLC reports $53,093,327 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**What types of clients does Trinity Wealth Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (15).

**Does Trinity Wealth Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324183

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,093,327
- Discretionary: $53,093,327
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $23,321,889 |
| High net worth individuals | 15 | $29,771,438 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [trinitywealth.investments](https://trinitywealth.investments)
- [trinitywealth.net](https://trinitywealth.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Wealth Solutions LLC (CRD 324183): Form ADV filing data as of October 2026.