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Trilogy Wealth Management Employee Directory

Financial ServicesTexas, United States0-1 Employees

Trilogy Wealth Management is a small financial services firm that provides guidance on retirement-focused investing and long-term financial planning. The firm focuses on strategies intended to hedge against risks retirees commonly face, including outliving income, inflation, taxation, and rising healthcare costs. Its client base is primarily retirees who often lack the time or inclination to manage their portfolios, and the team offers experience to help address those needs. 

Advisory services and securities are offered through United Planners Financial Services, a Limited Partnership, which is a member of FINRA and SIPC; Trilogy Wealth Management and United Planners are not affiliated. The company is based in Bay City, Texas. In October 2022, local coverage noted Trilogy Wealth Management launching the War Eagle Unit of the Week.

Find Trilogy Wealth Management employees' phone numbers or email addresses

Trilogy Wealth Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Trilogy Wealth Management's Leadership

  • Stylized image of a person
    C. J. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. U.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Receptionist
    Phone icon
    Mobile Phone

Trilogy Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Trilogy Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. J. W.
    Partner
    Phone icon
    Mobile Phone
    Nov 08, 2023
  • Stylized image of a person
    A. U.
    Wealth Advisor
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    K. K.
    Receptionist
    Phone icon
    Mobile Phone
    United StatesTexas
    May 30, 2026

Frequently Asked Questions

What is Trilogy Wealth Management known for?

Minus sign iconPlus sign iconTrilogy Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 2041 Avenue f Bay City, Texas 77414 United States; you can contact the main corporate office by phone at
+1-979-245-****
. Explore Trilogy Wealth Management's company overview page for more information.

What is Trilogy Wealth Management's most common email format?

Minus sign iconPlus sign iconTrilogy Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trilogy Wealth Management email formats with LeadIQ.

How many employees does Trilogy Wealth Management have currently?

Minus sign iconPlus sign iconTrilogy Wealth Management has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Trilogy Wealth Management's key employees and leadership?

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As of December 2025, Trilogy Wealth Management's key employees include:

  • Partner: C. J. W.
  • Wealth Advisor: A. U.
  • Receptionist: K. K.

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