|
⚲
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| Trinity Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 109452 |
| SEC # | 801-55428 |
| CIK # | |
| AUM | $256.6 MM (2024-07-02) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 314-966-0033 |
| Address | 132 W Washington Ave Suite 200 St Louis, MO 63122 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 23.9 |
| (b) Individuals (high net worth individuals) | 65 | 226.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 256.6 |
| By Discretionary | ||
| Discretionary | 476 | 231.5 |
| Non-Discretionary | 48 | 25.0 |
| Total | 524 | 256.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.6 | |
| Total | 524 | 256.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Bison Creek Wealth Management LLC
✚
|
VA | 0.3 |
|
Crestmont Private Wealth LLC
✚
|
TX | 0.3 |
|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
|
Denali Wealth Management Inc
✚
|
WI | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
|
M Group Investment Advisor LLC
✚
|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |