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TRINITY STRATEGIC WEALTH
TULSA WEALTH ADVISORS, INC.
CRD 337956 · SEC 801-134209
1375 E. 71ST STREET, TULSA, OK, 74136, United States
Phone
918-492-2150
Fax
918-493-3383
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.35B
Team
27 total employees; 16 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1560 | $777.9M |
| High net worth individuals | 175 | $683.9M |
| Banking/thrift institutions | 1 | $924K |
| Pension/profit sharing plans | 1 | $128K |
| Insurance companies | 1 | $7.8M |
| Corporations/business entities | 23 | $65.0M |
States served
AZ, AR, CA, CO, GA, ID, IL, IA, KS, MS, NC, OH, OK, PA, TN, UT, WI, VI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD