← Directory
TRINITY WEALTH ADVISORS LLC
Legal name: TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452File 801-55428
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.5M
Below cohort median (national)
Discretionary AUM
$230.7M
Non-discretionary $50.9M
Clients
132
540 accounts
Employees
8
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 24, 1998
- Principal office
- 132 W WASHINGTON AVE SUITE 200, ST. LOUIS, MO, 63122
- Phone
- 314-966-0033
- Website
- HTTP://TRINITYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.5M
- Discretionary AUM
- $230.7M
- Non-discretionary AUM
- $50.9M
- Discretionary accounts
- 495
- Non-discretionary accounts
- 45
- Total accounts
- 540
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.8M |
| High net worth individuals | 81 | $252.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.8M |
| Individuals (other than high net worth individuals) | 51 | $19.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.