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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Trinity Wealth Management LLC
Trinity Wealth Management LLC is a Cincinnati-based RIA providing comprehensive financial planning and wealth management, including proactive investment advisory focused on growth, income, and wealth preservation. The team includes a dedicated CIO (CPA/PFS) and CFP professionals, serving individuals and families with a noted focus on physicians. Investment implementation commonly uses asset allocation, fixed income and ETFs, supported by regular education and quarterly market reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JAMES WASSEL JR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4728480
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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JOHN BROCK DEXTER
Senior Advisor
- CRD
- #2613721
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,170,000 | $453,757 |
| Non-Discretionary | $0 | -- |
| Total | $425,170,000 | $453,757 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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