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Vice President · Trinity Wealth Management, LLC

Marjorie B. Wentz

CRD 6298629 · 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 Marjorie B. Wentz on its Form ADV as Vice President.

Firms and roles

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Marjorie’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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Control-person status
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When each role began
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Each firm’s assets and growth
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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
  • Julia MannDirector of Operations, 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 Marjorie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.