TRIMARC WEALTH MANAGEMENT LLC

TRIMARC WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 163336). Regulatory assets under management: $232.3M.

Registration

• CRD: 163336
• SEC file number: 801-75381
• Type: Registered investment adviser
• Phone: 518-450-7091
• Latest filing: 2026-03-26
• Regulatory AUM: $232.3M
• Discretionary AUM: $232.3M
• Clients: 3
• Accounts: 78

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163336 on SEC IAPD (source of record)
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