TULSA WEALTH ADVISORS, INC.
Doing business as TRINITY STRATEGIC WEALTH. SEC Form ADV profile.
Total regulatory AUM
$1,536,077,168
Discretionary
$1,345,617,794
Non-discretionary
$190,459,374
Firm details
- CRD number
- 337956
- SEC file number
- 801-134209
- Main office
- TULSA, OK, United States
- Employees
- 27
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.