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TRINITY WEALTH ADVISORS LLC
TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452 · SEC 801-55428
132 W WASHINGTON AVE SUITE 200, ST. LOUIS, MO, 63122, United States
Phone
314-966-0033
Fax
314-966-4896
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.5M
Discretionary AUM
$230.7M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $19.6M |
| High net worth individuals | 81 | $252.3M |
States served
IL, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD