Marjorie
Wentz
Trinity Wealth Management, LLC
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About this Advisor
Marjorie Wentz is a financial advisor based in Berwyn, Pennsylvania, who has 9 years of industry experience. Wentz is an advisor for Trinity Wealth Management, LLC. Over the course of their career, they have held roles at Elmark Graphics, N/A and Trinity Wealth Management, LLC. Wentz maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Pennsylvania. Trinity Wealth Management, LLC is a financial advisory business that has its headquarters in Berwyn, PA. It oversees $204 million in assets among its 511 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 511 customer accounts, 48% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on the services. However, fee types charged by Trinity Wealth Management, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trinity Wealth Management, LLC Brokerage Details
$204,354,385
6
511
$399,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Marjorie Wentz Work History
Marjorie has been registered as a financial advisor for 9 years.*
Trinity Wealth Management, LLC
N/A
Elmark Graphics
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marjorie Wentz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Wealth Management, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
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