Trilogy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trilogy Wealth Management, LLC is a newly formed registered investment adviser that offers wealth management, discretionary investment management and financial planning to individuals and high‑net‑worth clients. In its initial Form ADV filing the firm reported no assets under management and no clients.
The firm generally pursues a long‑term investment strategy while employing fundamental, technical and charting analysis to construct portfolios of mutual funds, ETFs, individual equities, bonds and options, and it may trade shorter term for rebalancing or market reasons. Trilogy Wealth typically manages accounts on a discretionary basis, uses an institutional platform for custody and trade execution, and charges percentage‑of‑AUM advisory fees.
Distinctive disclosures include that the principal is CFP‑certified, maintains insurance licensure (disclosing commissionable sales activity that consumes roughly 5% of time) and also performs statistician work for the NFL (reported at under 5% of time). The firm does not run wrap or proprietary funds, reported receiving platform software and support from its custodian, and does not accept custody of client assets other than limited fee‑debit authority.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Fee-only: Fees are solely based on assets under management; no commissions or other compensation from product sponsors.
Main office
2041 Avenue F
Bay City TX 77414
Advisors at this office
3
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Andrew S
Series 66
Bay City, TX
Trilogy Wealth Management, LLC
Andrew Straub is a financial advisor at Trilogy Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at United Planners Financial Services and Grace School. Outside of advising, he also performs statistician work for the NFL. Trilogy Wealth Management, LLC is a registered investment adviser serving individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis to manage portfolios of mutual funds, ETFs, equities, bonds, and options, primarily on a discretionary basis.
Terry F
CFP®, Series 63, Series 65
Bay City, TX
Trilogy Wealth Management, LLC
Terry Farrar is a CFP® professional with 33 years of experience in the financial industry. He is the principal of Trilogy Wealth Management, LLC, which he joined in 2023. Farrar has held previous roles with United Planners' Financial Services of America and operated Farrar Financial Group for 30 years. Outside of financial advising, he works as a statistician for the NFL. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services to individuals and high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and charting analysis to construct diversified portfolios.
Marvin F
CFP®, Series 63, Series 66
Bay City, TX
Trilogy Wealth Management, LLC
Marvin Farrar is a CFP®-certified financial advisor with 26 years of industry experience, currently associated with Trilogy Wealth Management, LLC. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Insurance Company, and several other financial services firms. Outside of advisory work, Farrar volunteers as a safety coordinator for the Cowboy Church of Tarrant County and operates a tax planning practice. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis across a range of securities and typically manages accounts on a discretionary basis.
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