Trinity Wealth Advisors LLC
Trinity Wealth Advisors LLC is an SEC-registered wealth manager in St. Louis, MO with $281.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Trinity Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109452, SEC 801-55428, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $281.5M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- St. Louis, MO
- Employees
- 8
- Clients
- 132
- CRD
- 109452
- Ownership
- STEINER, ERIC, PAUL; SMITH, ALAN, MCMULLEN; MATUSH, JAMES, EDWARD; EVENS, JAMES, BARRY; GRADY, THOMAS, JOSEPH
How much AUM does Trinity Wealth Advisors LLC have?
Trinity Wealth Advisors LLC reported $281.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Trinity Wealth Advisors LLC?
Disclosed owners and executives of Trinity Wealth Advisors LLC include STEINER, ERIC, PAUL, SMITH, ALAN, MCMULLEN, MATUSH, JAMES, EDWARD, EVENS, JAMES, BARRY, GRADY, THOMAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.