TRINITY WEALTH

TRINITY WEALTH of AURORA, CO is an SEC-registered investment adviser (CRD 325294). Regulatory assets under management: $18.5M.

Registration

• CRD: 325294
• Type: Registered investment adviser
• Location: 6105 S. MAIN ST., AURORA, CO, 80016
• Phone: 720-260-4235
• Latest filing: 2026-08-03
• Regulatory AUM: $18.5M
• Discretionary AUM: $18.5M
• Clients: 3
• Accounts: 70

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325294 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search