Get started
SEC Form ADV

TRIMARC WEALTH MANAGEMENT LLC

Firm profile: TriMarC Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$232.3M
Assets Under Management
78
Total Clients
3
Employees
Get LP Contact Details

Registration Details

Accession
CRD-163336
Filing Date
March 26, 2026
AUM
$232.3M
Total Clients
78
Institutional Clients
1
Employees
3
Amendment
No
SEC EDGAR
View original filing →

Client Types

HNW IndividualsCharitable Organizations

About this Adviser

TRIMARC WEALTH MANAGEMENT LLC is a registered investment adviser, managing approximately $232.3M in assets across 78 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings