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Trinity Wealth Managers, LLC (Mansfield)


Trinity Wealth Managers, LLC is an adviser based in Mansfield. It manages $3.5 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

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Trinity Wealth Managers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinity Wealth Managers: assets under management

The assets under management (AUM) of Trinity Wealth Managers, LLC is $3.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinity Wealth Managers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mansfield

The principal office where Trinity Wealth Managers, LLC performs its advisory services is located at 2302 Lockshire Dr., Mansfield, TX 76063 The mailing address of the firm is 990 Hwy. 287 North, Mansfield, TX 76063. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-401-1320 or by fax 817-549-0091. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.trinitywealthmanagers.com.


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