# Trombley Wealth Management

> Trombley Wealth Management is a state-registered investment advisory firm in Wilbraham, MA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 312536
- Filed as: TROMBLEY WEALTH MANAGEMENT
- Legal name: Ray Trombley Associates, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilbraham, MA
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312536
- AdvisorCensus page: https://advisorcensus.com/firm/trombley-wealth-management-wilbraham-ma-312536

## Quick answers

**How is Trombley Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Trombley Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trombley Wealth Management located?**
Trombley Wealth Management's principal office is in Wilbraham, MA, according to its Form ADV.

**Is Trombley Wealth Management registered with the SEC or a state?**
Trombley Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312536.

**How much does Trombley Wealth Management manage?**
Trombley Wealth Management reports $81,405,000 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Trombley Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (17); charitable organizations (1).

**Does Trombley Wealth Management 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/312536

## 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: $81,405,000
- Discretionary: $81,405,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $52,382,027 |
| High net worth individuals | 17 | $28,993,515 |
| 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 | 1 | $29,458 |
| 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, ME, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trombleyassociates.com
- trombleywealth.com
- Facebook @trombleyinvestments
- LinkedIn @trombley-associates-investment-and-retirment-planning
- LinkedIn @barbara-trombley-cpa-mba-cdfa-54182027
- LinkedIn @mike-trombley-0b712287

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trombley Wealth Management (CRD 312536): Form ADV filing data as of October 2026.