TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

CRD 329218File 801-129716

APPROVED

Retail clients

Custody

Filing as of May 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$34.4M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $34.4M

Clients

83 accounts

Employees

Bottom 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 22, 2024
Principal office: 301 PENNSYLVANIA PARKWAY, SUITE 301, INDIANAPOLIS, IN, 46280
Phone: 317-253-2000
Website: http://linkedin.com/in/burton-

Assets & accounts

ADV Item 5F

Total regulatory AUM: $34.4M
Discretionary AUM: $0
Non-discretionary AUM: $34.4M
Discretionary accounts: 0
Non-discretionary accounts: 83
Total accounts: 83
AUM per client: $906K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	11	$23.6M
Individuals (other than high net worth individuals)	27	$10.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Commissions
Other (described) — INSURANCE
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
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.