CRD: 324183
Trinity Wealth Solutions LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-20-2022
- Office Locations
- 1
Office Locations
About Trinity Wealth Solutions LLC
Trinity Wealth Solutions LLC is a Sterling Heights, MI wealth management firm focused on retirees, pre-retirees, and high-net-worth households. It builds custom retirement portfolios using technical analysis and sector/asset-class selection with an emphasis on minimizing drawdowns in severe market corrections and navigating bull and bear cycles. The firm also provides comprehensive financial planning (via eMoney), retirement and estate planning, and CPA-led tax planning and preparation; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WALTER MAZIARZ
Owner
- CRD
- #734048
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nickolas Daniels
--
- CRD
- #8261619
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,093,327 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,093,327 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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