Trinity Legacy Partners, Llc
- Regulatory AUM
- $521M
- Discretionary
- $514M
- Clients
- 360
- Avg AUM / client
- $1.4M
- Accounts
- 904
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $59.7M | 11.5% |
| High net worth individuals | 134 | $442M | 84.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $14.1M | 2.71% |
| Charitable organizations | 1 | $4.7M | 0.9% |
| Corporations and other businesses | 2 | $635K | 0.12% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $12.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trinity Legacy Dynamic Options Fund I, Lp | Hedge Fund | Delaware | $12.7M | 27 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ineos Retirement Savings Plan Ineos Usa, Llc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Paul Wilkinson | Member/Chief Compliance Officer/ Chief Executive Officer | Sep 2011 (15y) | 25% – 50% | |
| Anthony Laurence Garcia | Member/Portfolio Analyst | Mar 2013 (13y) | Less than 5% | |
| Bell, Lauri, Ann | Owner | Mar 2014 (12y) | ≈ 0% – 3.75% via Lifetree Financial, Llc | |
| Larry Breck Bell | Owner | CFP | Mar 2014 (12y) | ≈ 0% – 3.75% via Lifetree Financial, Llc |
| John Joseph Hunter | Member/Director | Nov 2018 (8y) | Less than 5% | |
| Alison Marie Mills | Registered representative | CFP | Sep 2019 (7y) | |
| Campbell Stuart Gibson | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pom Asset Management, Lp | Partner/Member | Jan 2024 | A | 25% – 50% |
| Lifetree Financial, Llc | Partner/Member | Mar 2014 | A | Less than 5% |
| Rawson Children's Trust | Member | Jan 2024 | B | ≈ 4.69% – 25% via Rdkb Rawson, Lp |
| Rdkb Rawson, Lp | Member | May 2023 | B | ≈ 6.25% – 25% via Pom Asset Management, Lp |
| R & D Rawson, Lp | Member | May 2023 | B | ≈ 6.25% – 25% via Pom Asset Management, Lp |
| Dawn Rawson Declaration Of Trust Limited Partner | Limited Partner | Jan 2024 | B | ≈ 1.56% – 12.5% via R & D Rawson, Lp |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bell, Lauri, Ann: 50% – 75% of Lifetree Financial, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Larry Breck Bell: 50% – 75% of Lifetree Financial, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Rawson Children's Trust: 75% – 100% of Rdkb Rawson, Lp × 25% – 50% of Pom Asset Management, Lp × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Rdkb Rawson, Lp: 25% – 50% of Pom Asset Management, Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- R & D Rawson, Lp: 25% – 50% of Pom Asset Management, Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Dawn Rawson Declaration Of Trust Limited Partner: 25% – 50% of R & D Rawson, Lp × 25% – 50% of Pom Asset Management, Lp × 25% – 50% direct ≈ 1.56% – 12.5% of the firm
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.
Private funds (1, $12.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trinity Legacy Dynamic Options Fund I, Lp | Hedge Fund | $12.7M | $250K | 27 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ineos Retirement Savings Plan | Ineos Usa, Llc. | 4,979 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.27 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $514M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗