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Director of Operations · Trinity Wealth Management, LLC

Julia Mann

CRD 8234195 · Named on Form ADV at one SEC-registered adviser

At a glance

Trinity Wealth Management, LLC, an SEC-registered wealth manager based in Berwyn, PA with $399 million in regulatory assets, lists Julia Mann on its Form ADV as Director of Operations.

Firms and roles

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Julia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John C. MannChief Compliance Officer, President, & Senior Wealth Manager, Trinity Wealth Management, LLC
  • Marjorie B. WentzVice President, Trinity Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.