Trinity Wealth
17yrs
More experience than 67% of advisors in Aurora
Trinity Wealth
Aurora, CO. Legal name: Trinity Wealth Partners, LLC
About the firm
A registered investment advisory firm based in Aurora, Colorado. It manages about $18.5 million for roughly 29 individual clients. Services include financial planning, investment management for individuals and small businesses, other services.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$638,115
Assets under management ?$18.5 million
Individual clients29
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesOther services
Advisors at Trinity Wealth
2Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Trinity Wealth Partners, LLC · Trinity Wealth Partners
About Trinity Wealth
How do I contact Trinity Wealth?
Call the main office at 720-260-4235. The main office is at 6105 S. Main St. Suite. 200, Aurora, CO 80016.
How is Trinity Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Trinity Wealth offer?
Financial planning, Investment management for individuals and small businesses, Other services.
How many advisors work at Trinity Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.