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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2023
- Office Locations
- 1
Office Locations
About Trinity Wealth
Trinity Wealth is a Denver-based wealth management firm focused on business owners and entrepreneurs, combining investment planning (custom portfolio design, allocation, and rebalancing) with tax, estate/legacy, health care, elder care, and college planning. Their discovery-to-oversight process includes ongoing monitoring and quarterly reporting. Custody includes Altruist, and the firm has been featured on ABC, CBS, NBC, and FOX.
Team overview
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Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CRAIG ALAN STAVELY
Chief Compliance Officer, Managing Member
- CRD
- #5718550
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jackson William Blake
--
- CRD
- #8096294
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,505,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,505,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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