TROUTMAN WEALTH
SEC Registereddo life on your terms With Financial Confidence
About the firm
Troutman Wealth takes a human approach to the financial planning process, starting by understanding who the client is, where they are, and where they'd like to be. With 35 years of combined industry experience, the firm helps a wide array of clients with wealth accumulation and management. Their core values include integrity, fairness, empathy, clarity, expertise, creativity, and a genuine desire to help.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth accumulation and management, educational funding planning, long-term care planning, estate planning, company retirement plan consulting, continuity planning, 401k allocation consulting, and exit strategy planning.
Who they serve
Families, small businesses, individuals, young people (rookies), professionals (early-career to pre-retirement), and seniors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $16M |
| High Net Worth Individuals | 49 | $136M |
| State/Municipal Entities | 2 | — |
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 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TROUTMAN WEALTH 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.