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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-06-2019
- Office Locations
- 1
Office Locations
About Troutman Wealth
Troutman Wealth Management is a Malvern, PA RIA focused on collaborative, plain-language financial planning and ongoing wealth management with transparent, below-average fees. The firm serves individuals, multi-generational families, small business owners, young professionals, and retirees, with planning that can include education funding, long-term care, estate reviews, and retirement plan/401(k) allocation guidance. Client portfolios are primarily ETF-based and custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MICHAEL TROUTMAN
Chief Compliance Officer, Founder, President
- CRD
- #4747105
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,502,715 | $388,048 |
| Non-Discretionary | $0 | -- |
| Total | $152,502,715 | $388,048 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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