RIA Intel›Advisers›Connecticut›TRINITYPOINT WEALTH, LLC

TRINITYPOINT WEALTH, LLC

Advisory

N·MILFORD, CT

Data as of Oct 17, 2024 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+23.3%

3-Year CAGR

+10.5%

Employees

10

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.3B

Non-Discretionary AUM$138M

Discretionary %90.2%

Total Clients—

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)-9.1%

Filing History

Total Filings on Record32

First FilingMay 7, 2018

Latest FilingOct 17, 2024

🔒 Full AUM trend chart and 32 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRINITYPOINT WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.