TRINITY WEALTH ADVISORS, L.L.C.
Doing business as TRINITY WEALTH ADVISORS LLC. SEC Form ADV profile.
Total regulatory AUM
$281,549,235
Discretionary
$230,690,303
Non-discretionary
$50,858,932
Firm details
- CRD number
- 109452
- SEC file number
- 801-55428
- Main office
- ST. LOUIS, MO, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://TRINITYWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.