TRINITY WEALTH MANAGEMENT, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 169216). Regulatory assets under management: $399.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |