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, privately owned registered investment adviser that has operated since 1998. The firm serves individual and family clients and positions itself as a capital allocator, combining financial planning and discretionary portfolio management for individuals and small businesses with ancillary services such as pension consulting and selection of other advisers. Trinity also operates an insurance brokerage alongside its advisory practice. Its fee arrangements include asset-based fees, hourly charges, and fixed-price engagements. The firm is not an active ESG investor and does not report operating as a multi-state adviser.