TRINITY WEALTH SOLUTIONS LLC

TRINITY WEALTH SOLUTIONS LLC of STERLING HEIGHTS, MI is an SEC-registered investment adviser (CRD 324183). Regulatory assets under management: $53.1M.

Registration

• CRD: 324183
• Type: Registered investment adviser
• Location: 38800 VAN DYKE AVE., STERLING HEIGHTS, MI, 48312
• Phone: 586-873-8156
• Latest filing: 2026-05-06
• Regulatory AUM: $53.1M
• Discretionary AUM: $53.1M
• Clients: 2
• Accounts: 109

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324183 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search