RIA Intel›Advisers›Michigan›TRINITY WEALTH SOLUTIONS LLC

TRINITY WEALTH SOLUTIONS LLC

Advisory

STERLING HEIGHTS, MI

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in MI

#500

of 521 advisers by AUM

Average account

$487K

across 109 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

109 clients

15 high-net-worth

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

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

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