# Troutman Wealth

> Troutman Wealth is an SEC-registered investment advisory firm in Malvern, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 301107
- Filed as: TROUTMAN WEALTH
- Legal name: Troutman Wealth Management, LLC
- Also doing business as: TROUTMAN WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Malvern, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301107
- AdvisorCensus page: https://advisorcensus.com/firm/troutman-wealth-malvern-pa-301107

## Quick answers

**How is Troutman Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Troutman Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Troutman Wealth located?**
Troutman Wealth's principal office is in Malvern, PA, according to its Form ADV.

**Is Troutman Wealth registered with the SEC or a state?**
Troutman Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 301107.

**How much does Troutman Wealth manage?**
Troutman Wealth reports $152,502,715 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Troutman Wealth's assets and staff changed since 2021?**
In the Form ADV data for Troutman Wealth: Regulatory assets under management: $102,348,550 in the October 2021 data and $152,502,715 in the October 2026 data, up 49%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Troutman Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (49); charitable organizations (2).

**Which custodians does Troutman Wealth use?**
Troutman Wealth'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 Troutman Wealth 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/301107

**Does Troutman Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum account size for starting and maintaining an advisory relationship is $50,000. We, at our sole discretion, may accept clients with smaller portfolios or lower minimums based upon certain factors including:"

**What changed in Troutman Wealth's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Troutman Wealth. Regulatory assets under management went from $132,789,486 to $152,502,715 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> The minimum account size for starting and maintaining an advisory relationship is $50,000. We, at our sole discretion, may accept clients with smaller portfolios or lower minimums based upon certain factors including:

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $152,502,715
- Discretionary: $152,502,715
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $15,567,619 |
| High net worth individuals | 49 | $136,491,194 |
| Charitable organizations | 2 | $443,902 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, LA, NJ, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- troutmanwealth.com
- troutmanwealthmanagement.com
- Facebook facebook.com
- LinkedIn @steve-troutman-cfp®-48478b186
- X @troutmanwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,348,550 | 2 | July 13, 2021 |
| October 2022 | $117,657,893 | 2 | March 23, 2022 |
| October 2023 | $102,424,710 | 2 | March 22, 2023 |
| October 2024 | $119,013,496 | 2 | March 27, 2024 |
| October 2025 | $132,789,486 | 2 | March 31, 2025 |
| October 2026 | $152,502,715 | 2 | March 30, 2026 |

Regulatory assets under management: $102,348,550 in the October 2021 data and $152,502,715 in the October 2026 data, up 49%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Troutman Wealth.
- Regulatory assets under management went from $132,789,486 to $152,502,715 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Troutman Wealth (CRD 301107): Form ADV filing data as of October 2026.