TRINITY WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$173,016,187
Discretionary
$173,016,187
Non-discretionary
$0
Firm details
- CRD number
- 121382
- SEC file number
- 801-120895
- Main office
- POWELL, OH, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.