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TRINITY WEALTH SOLUTIONS LLC
CRD 324183
38800 VAN DYKE AVE., 800, STERLING HEIGHTS, MI, 48312, United States
Phone
586-873-8156
Fax
586-693-1632
Registration
— (—)
Source
State registered
Total AUM
$53.1M
Discretionary AUM
$53.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $23.3M |
| High net worth individuals | 15 | $29.8M |
All web addresses on file
Official SEC filing: View on IAPD