TRISPERITY ADVISORS, LLC

TRISPERITY ADVISORS, LLC of KATY, TX is an SEC-registered investment adviser (CRD 142438). Regulatory assets under management: $335.2M.

Registration

• CRD: 142438
• SEC file number: 801-113723
• Type: Registered investment adviser
• Location: 22202 HIGHLAND KNOLLS DRIVE, KATY, TX, 77450
• Phone: 281-395-1021
• Latest filing: 2026-03-27
• Regulatory AUM: $335.2M
• Discretionary AUM: $333.3M
• Non-discretionary AUM: $1.9M
• Clients: 2
• Accounts: 825

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search