Trinity Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

784 Summit Ave, Oconomowoc, Wisconsin, 5...

Phone Number

(262) 510-0136

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Trinity Wealth Management

Trinity Wealth Management is an independent investment advisor with a unique perspective on investing that enables us to spot opportunities and capitalize on them. Our independence gives us the flexibility to adapt our strategies quickly to changing market conditions. Our mission is to provide personalized financial advice while delivering great client service for a reasonable fee. We aim to provide a better overall experience for each client.Explore more
Popular SearchesTrinity Wealth Management LLCTrinity Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Trinity Wealth Management Org Chart

PhoneEmail
Casey O'Leary, President at Trinity Wealth Management
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President

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Compare Similar Companies to Trinity Wealth Management

Compare insights from companies similar to Trinity Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Wealth Management

<$5M
1-10
Private
-
-
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Trinity Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trinity Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trinity Wealth Management.

Trinity Wealth Management Tech Stack

A closer look at the technologies used by Trinity Wealth Management

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Frequently Asked Questions Regarding Trinity Wealth Management

What is Trinity Wealth Management's official website?
Trinity Wealth Management's official website is www.trinitywmllc.com
What is Trinity Wealth Management's Revenue?
Trinity Wealth Management's revenue is <$5 Million
What is Trinity Wealth Management's SIC code?
Trinity Wealth Management's SIC: 62,628
What is Trinity Wealth Management's NAICS code?
Trinity Wealth Management's NAICS: 52,523
How many employees does Trinity Wealth Management have?
Trinity Wealth Management has 1-10 employees
What industry does Trinity Wealth Management belong to?
Trinity Wealth Management is in the industry of: Finance, Securities Trading
What is Trinity Wealth Management competition?
Trinity Wealth Management top competitors include: Montecito Capital Management Group, Stockade Wealth Management, Bollin Wealth Management, Vibrance Wealth Management
What technology does Trinity Wealth Management use?
Some of the popular technologies that Trinity Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Trinity Wealth Management?
Trinity Wealth Management contact info: Phone number: (262) 510-0136 Website: www.trinitywmllc.com
What does Trinity Wealth Management do?

Trinity Wealth Management is an independent investment advisor with a unique perspective on investing that enables us to spot opportunities and capitalize on them. Our independence gives us the flexibility to adapt our strategies quickly to changing market conditions. Our mission is to provide personalized financial advice while delivering great cl... ient service for a reasonable fee. We aim to provide a better overall experience for each client.Read More

Is Trinity Wealth Management a public company?
Trinity Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Trinity Wealth Management

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