# TRINITY WEALTH MANAGEMENT, LLC

TRINITY WEALTH MANAGEMENT, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 169216
- Type: SEC-registered investment adviser
- SEC file number: 801-114053
- Location: 899 CASSATT ROAD, SUITE 120, BERWYN, PA, 19312
- Phone: 610-296-2020
- Latest filing: 2026-03-05
- Regulatory AUM: $399.2M
- Discretionary AUM: $379.8M
- Non-discretionary AUM: $19.4M
- Clients: 7
- Accounts: 682

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Charles Mann | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER | — |
| MANN PETER CHARLES | CHIEF COMPLIANCE OFFICER, PRESIDENT, & SENIOR WEALTH MANAGER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Marjorie Buff Wentz | VICE PRESIDENT | — |
| Julia Mann | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169216/similar
- Related entities: https://search.stillhousedata.com/firm/169216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.