Trilogy Wealth Management, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 326773
· Bay City, TX
· www.linkedin.com
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ADV data as of Jun 09, 2023
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terry Richard Farrar | Registered representative | CFP | Jul 2023 (3y) | |
| Andrew James Straub | Registered representative | Jul 2023 (3y) | ||
| Marvin Wayne Farrar | Registered representative | CFP | Jul 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2023 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2023.
View current Form ADV (SEC/IAPD) ↗