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| Happy Holidays!! thanks for using AUM13F!! |
| Trinity Wealth Advisors LLC
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| CRD # | 109452 |
| SEC # | 801-55428 |
| CIK # | |
| AUM | $258.9 M (2025-03-18) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 314-966-0033 |
| Address | 132 W Washington Ave Suite 200 St Louis, MO 63122 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 21.0 |
| (b) Individuals (high net worth individuals) | 72 | 230.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.1 |
| (h) Charitable organizations | 0 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 258.9 |
| By Discretionary | ||
| Discretionary | 489 | 228.7 |
| Non-Discretionary | 51 | 30.2 |
| Total | 540 | 258.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.9 | |
| Total | 540 | 258.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Investment Management LLC
✚
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FL | 0.3 |
|
Money Management Financial Services LLC
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NJ | 0.3 |
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Santa Barbara Mgmt LLC
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IL | 0.3 |
|
Simplex Wealth Management LLC
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|
CA | 0.3 |
|
Innealta Capital LLC
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|
0.3 | |
|
Next Level Wealth Planning LLC
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|
ID | 0.3 |
|
Madden Advisory Services Inc
✚
|
FL | 0.3 |
|
Resolute Wealth Advisor Inc
✚
|
OH | 0.3 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.3 |
|
Challenger Wealth Management
✚
|
CA | 0.3 |