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Justin Wentz

Trinity Wealth Management, LLC

Berwyn, PA

CRD 6764573

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Employer firm

Trinity Wealth Management, LLC CRD 169216

$399M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Trinity Wealth Management, Llc

899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-09-27
  • PA RA
    APPROVED
    Since 2019-09-27

Branch Locations

899 Cassatt Road Suite 120, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Distributors Radnor PA 10/2017 06/2019
Northwestern Mutual King Of Prussia PA 05/2017 10/2017
High Point University High Point NC 10/2007 05/2017
Trinity Wealth Management, Llc Berwyn PA 06/2019 Present
  • 10/2017 → 06/2019
    Lincoln Financial Distributors
    Radnor, PA
  • 05/2017 → 10/2017
    Northwestern Mutual
    King Of Prussia, PA
  • 10/2007 → 05/2017
    High Point University
    High Point, NC
  • 06/2019 → Present
    Trinity Wealth Management, Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-27
S63 Uniform Securities Agent State Law Examination 2017-11-22
  • S65 Uniform Investment Adviser Law Examination
    2019-09-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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GREAT VALLEY ADVISOR GROUP, LLC
CREATIVE PLANNING

Nearby Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE

Nearby Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

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