TRINITY WEALTH MANAGEMENT LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 152355). Regulatory assets under management: $425.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert James Wassel | CCO / MANAGING MEMBER | — |
| DEXTER JOHN BROCK | MANAGING MEMBER; OPERATIONS SUPPORT; PARTNER | — |
| WASSEL ROBERT JAMES | CCO / MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |