Trinity Strategic Wealth
$1.5B
1,763Clients
17Advisers
1 yearIn business
Contact this firm
Who works here
- Allison Kate Fletcher
- Andrew Kirk Locke
- Andrew Kurt Steinmetz
- Caleb James Mazzei
- Callum Maurice Raymick
- Carson Dean Chambers
- Dennis Allen Zeimet
- Derrick Alan Sands
- Ian Douglas Kiefer
- Jackson Paul Mazzei
- Jeffrey R Small
- Jeremy Dean Lott
- John David Moore
- Karig Gene Stoup
- Keith Allen Van Dyke
- Michael Paul Mazzei
- Taylor James Bennett
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5B
1,763Clients
17Advisers
1 yearIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 337956