TRICA WEALTH PLANNING, LLC

TRICA WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 341055).

Registration

• CRD: 341055
• Type: Registered investment adviser
• Phone: 725-300-6563
• Latest filing: 2026-03-18
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search