TRIMARC WEALTH MANAGEMENT LLC
SEC RegisteredAbout the firm
TriMarC Wealth Management LLC was founded by Mr. Dominick J. Trimarchi in 2012. Mr. Trimarchi has been in the wealth management business since 1983, previously holding positions at The Ayco Company (a Goldman Sachs subsidiary) and Leerink Swann.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial counseling services
Who they serve
CEOs and other senior corporate officers at major corporations
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 14 | $205M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRIMARC WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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