Trinity Wealth Advisors, L.L.C.
● SEC registered since 1998CRD 109452SEC# 801-55428St. Louis, MO
Reg. AUM
$281.5M
Employees
8
Accounts
540
Location
St. Louis, MO
Trinity Wealth Advisors, L.L.C. assets under management
Trinity Wealth Advisors, L.L.C. is an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 1998. It reports $281.5 million in regulatory assets under management and employs 8 people.
Trinity Wealth Advisors, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan McMullen Smith Control | Chief Compliance Officer | Under 5% | 2016 |
| Eric Paul Steiner Control | Managing Director | Under 5% | 2023 |
| James Barry Evens Control | Partner | 10-25% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Trinity Wealth Advisors, L.L.C. manage?
Trinity Wealth Advisors, L.L.C. reports $281.5 million in regulatory assets under management on its Form ADV.
How many employees does Trinity Wealth Advisors, L.L.C. have?
Trinity Wealth Advisors, L.L.C. reports 8 employees.
Where is Trinity Wealth Advisors, L.L.C. located?
Trinity Wealth Advisors, L.L.C. is based in St. Louis, MO and has been SEC-registered since 1998.
Does Trinity Wealth Advisors, L.L.C. disclose fund performance?
Trinity Wealth Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 132 W Washington Ave Suite 200, St. Louis, MO 63122 |
| Phone | 314-966-0033 |
| Fax | 314-966-4896 |
| Office hours | 9:00 a.m. 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$281.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$281.5Mregulatory AUM
Discretionary $230.7MNon-discretionary $50.9M