LP Profile

TriMarC Wealth Management

Also known as trimarc wealth

Wealth ManagerSaratoga Springs, United StatesFounded 2012
$156M
Assets Under Management
Saratoga Springs
Headquarters
Investment Focus

About TriMarC Wealth Management

TriMarC Wealth Management LLC provides highly specialized wealth management solutions. Serving the unique needs of high net worth individuals, corporate executives and the companies that they represent.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to TriMarC Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$232.3M
Total Clients
78
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is TriMarC Wealth Management?

TriMarC Wealth Management is a wealth manager based in Saratoga Springs, United States, managing approximately $156M in assets.

Where is TriMarC Wealth Management headquartered?

TriMarC Wealth Management is headquartered in Saratoga Springs, United States.

How much does TriMarC Wealth Management manage?

TriMarC Wealth Management manages approximately $156M in assets under management.

When was TriMarC Wealth Management founded?

TriMarC Wealth Management was founded in 2012.

How can I contact TriMarC Wealth Management?

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