# TROUTMAN WEALTH

TROUTMAN WEALTH of MALVERN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 301107
- Type: SEC-registered investment adviser
- SEC file number: 801-121486
- Location: 101 LINDENWOOD DRIVE, MALVERN, PA, 19335
- Phone: 484-256-7466
- Latest filing: 2026-03-30
- Regulatory AUM: $152.5M
- Discretionary AUM: $152.5M
- Clients: 2
- Accounts: 393

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Michael Troutman | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TROUTMAN STEPHEN MICHAEL | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301107/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301107/similar
- Related entities: https://search.stillhousedata.com/firm/301107/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301107

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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.