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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2014
- Office Locations
- 1
Office Locations
About Trinity Wealth Management, LLC
Trinity Wealth Management is a family-run, fiduciary RIA providing personalized financial planning and investment management for individuals, families, and business owners, including business retirement plan design. The firm builds portfolios primarily with public funds and ETFs, emphasizing asset allocation and risk management across equities and fixed income. Charles Schwab is a primary custodian, and the firm was recognized as a “Best Financial Advisory Firms” honoree for 2024 and 2025.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHARLES MANN
Chief Compliance Officer, President, Senior Wealth Manager, Wealth Advisor
- CRD
- #4188154
- Ownership
- 75% or more
Julia Mann
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Kelly Noelle Catania
Wealth Advisor
- CRD
- #6978379
Justin Wentz
Wealth Advisor
- CRD
- #6764573
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,801,148 | $566,023 |
| Non-Discretionary | $19,369,594 | $1,760,872 |
| Total | $399,170,742 | $585,294 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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 |
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