TROUTMAN WEALTH

TROUTMAN WEALTH of MALVERN, PA is an SEC-registered investment adviser (CRD 301107). Regulatory assets under management: $152.5M.

Registration

• CRD: 301107
• SEC file number: 801-121486
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search