Investment adviser · CRD 297165
TRINITYPOINT WEALTH, LLC
Investment adviser filing (IA)
MILFORD, CT, United States · Form ADV filed Oct 17, 2024
- Regulatory AUM
- $1.42B Form ADV · Item 5.F
- Client accounts
- 4,581 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 248 | $764,823,958 | 54.0% |
| Individuals | 800 | $353,881,821 | 25.0% |
| Retirement plans | 78 | $164,326,689 | 11.6% |
| Government entities | 6 | $103,927,050 | 7.3% |
| Corporations & businesses | 24 | $20,313,469 | 1.4% |
| Charities | 13 | $9,702,716 | 0.7% |
Filing source
Form ADV 1889578 · Oct 17, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 17, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
612 WHEELERS FARMS RD.MILFORD, CT, 06461, United States
CRD 297165
Filing source
Form ADV 1889578 · Oct 17, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.