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TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218 · SEC 801-129716
301 PENNSYLVANIA PARKWAY, SUITE 301, INDIANAPOLIS, IN, 46280, United States
Phone
317-253-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions; INSURANCE
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $10.8M |
| High net worth individuals | 11 | $23.6M |
States served
IL, IN
All web addresses on file
Official SEC filing: View on IAPD