TRINITY WEALTH ADVISORS LLC

RIASEC RegisteredEst. 1998

Total AUM

$282M

Discretionary

$231M

82% of AUM

Avg account

$521K

Accounts

540

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 109452
Registered since: April 24, 1998
Website: www.trinitywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.63%
Individuals6.95%
Charitable Organizations1.72%
Pension & Profit Sharing Plans1.71%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trinity Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 1998. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers; the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees. Trinity is not flagged as an active ESG investor and is not organized as a multi‑state or newly formed adviser.