SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Trinity Wealth Advisors LLC
St. Louis, MO
Trinity Wealth Advisors, L.L.C., CRD 109452
Firm filing updated August 18, 2026 ·
- $281.5MAssets
- 4Advisory staff
- 540Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals81
- Individuals51
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 51 | $19.6 million |
| High net worth individuals | 81 | $252.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $4.8 million |
| Charitable organizations | Fewer than 5 clients | $4.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$281.5 million
- Accounts540
- Discretionary$230.7 million · 495 accounts
- Non-discretionary$50.9 million · 45 accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Trinity Wealth Advisors, L.L.C. SEC-registered investment advisor. CRD 109452, SEC file 801-55428.
- Registered with the SEC as an investment advisor (status date on record: April 24, 1998).
Is Trinity Wealth Advisors LLC a fiduciary?
Short answer: Trinity Wealth Advisors LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.