RIA Intel›Advisers›Colorado›TRINITY WEALTH PARTNERS, LLC

TRINITY WEALTH PARTNERS, LLC

Advisory

AURORA, CO

Data as of Aug 3, 2026 · Source: SEC Form ADV

Average account

$264K

across 70 accounts

AUM per adviser

$19M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$19M

Discretionary %

100%

Clients

29

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

KRIVACS CAPITAL MANAGEMENT, LLC

DENVER, CO

$18M

PRITCHARD JAMES PATRICK

DURANGO, CO

$19M

PINE CONE CAPITAL LLC

$18M

FLEET CAPITAL MANAGEMENT, LLC

$19M

-9.1% 1Y

ASPEN FINANCIAL SOLUTIONS, LLC

$18M

VISIONARY PLANNING & INVESTMENT, LLC

$19M

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