Troutman Wealth Management, LLC
● SEC registered since 2021CRD 301107SEC# 801-121486Malvern, PA
Reg. AUM
$152.5M
Employees
2
Accounts
393
Location
Malvern, PA
About Troutman Wealth Management
Troutman Wealth Management helps clients build financial confidence through collaborative planning. Its services are designed to make financial planning understandable and aligned with each person's life and goals.
Summary based on the firm’s website.
Troutman Wealth Management, LLC assets under management
Troutman Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Malvern, PA. The firm has been registered since 2021. It reports $152.5 million in regulatory assets under management and employs 2 people.
Troutman Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Michael Troutman Control | President/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Troutman Wealth Management, LLC manage?
Troutman Wealth Management, LLC reports $152.5 million in regulatory assets under management on its Form ADV.
How many employees does Troutman Wealth Management, LLC have?
Troutman Wealth Management, LLC reports 2 employees.
Where is Troutman Wealth Management, LLC located?
Troutman Wealth Management, LLC is based in Malvern, PA and has been SEC-registered since 2021.
Does Troutman Wealth Management, LLC disclose fund performance?
Troutman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Lindenwood Drive, Suite 225, Malvern, PA 19335 |
| Phone | 484-256-7466 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.5M▲ 15%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$152.5Mregulatory AUM
Discretionary $152.5M