# TRINITYPOINT WEALTH, LLC

TRINITYPOINT WEALTH, LLC of MILFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 297165
- Type: SEC-registered investment adviser
- SEC file number: 801-113394
- Location: 612 WHEELERS FARMS RD., MILFORD, CT, 06461
- Phone: (203) 693-8525
- Latest filing: 2024-10-17
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $138.3M
- Clients: 15
- Accounts: 4,581

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| KENNEDY PETER ANTHONY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SHANNON JERILYN MARIE | CHIEF COMPLIANCE OFFICER | — |
| BETZIG JAMES ANDREW | PARTER, CHIEF EXECUTIVE OFFICER; PARTNER, CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297165/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297165/similar
- Related entities: https://search.stillhousedata.com/firm/297165/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297165

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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.