SourcingSourcing

TRIMARC WEALTH MANAGEMENT LLC

A74
CRD 163336·SEC 801-75381
AUM
$232.3M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$697K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIMARC WEALTH MANAGEMENT LLC
CRD
163336
SEC file #
801-75381
EIN
—
DBA names
—

Economics

AUM
$232.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$145.3M → $232.3M▲ +60%
Client mix
Individuals High Net Worth14
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
trimarcwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRIMARCHI, DOMINICK, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TRIMARCHI, DOMINICK, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRIMARCWM.COM
Rdap Domain Creation Date
2009-05-19T01:35:04Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-05-19T01:35:04Z
Rdap Domain Last Changed
2026-04-07T18:27:33Z
Rdap Nameservers
Ns.inmotionhosting.comNs2.inmotionhosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1500576
Trust Company Affiliate
No

People (1)

1
TRIMARCHI, DOMINICK, JOSEPH
IAR · Direct Owner · 87.5%
1500576