This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-2011
- Office Locations
- 1
Office Locations
About Trinity Legacy Partners, LLC
Trinity Legacy Partners, LLC is a Houston-based registered investment adviser serving families with investment analysis, wealth management, retirement and legacy planning. The team builds tailored strategies around client goals, risk tolerance and time horizon, emphasizing asset allocation and ongoing monitoring. Clients can access Schwab-custodied accounts, with planning and risk tools including eMoney and Nitrogen (Riskalyze).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN PAUL WILKINSON III
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #2851650
- Ownership
- 25% but less than 50%
ANTHONY LAURENCE GARCIA
PORTFOLIO ANALYST, Private Wealth Advisor
- CRD
- #5390020
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
LARRY BRECK BELL
Managing Director
- CRD
- #2218553
Alison Marie Mills
Private Wealth Advisor
- CRD
- #7142857
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,021,781 | $574,326 |
| Non-Discretionary | $7,151,610 | $794,623 |
| Total | $521,173,391 | $576,519 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing