Trust Investment Advisors Wealth Management, LLC
● SEC registered since 2024CRD 329218SEC# 801-129716Indianapolis, IN
Reg. AUM
$34.4M
Employees
3
Accounts
83
Location
Indianapolis, IN
Trust Investment Advisors Wealth Management, LLC assets under management
Trust Investment Advisors Wealth Management, LLC operates as an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2024. It reports $34.4 million in regulatory assets under management and employs 3 people.
Trust Investment Advisors Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Burton Peter Street Control | President & Member | Over 75% | 2023 |
| Susan Elaine Mitchell | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Trust Investment Advisors Wealth Management, LLC manage?
Trust Investment Advisors Wealth Management, LLC reports $34.4 million in regulatory assets under management on its Form ADV.
How many employees does Trust Investment Advisors Wealth Management, LLC have?
Trust Investment Advisors Wealth Management, LLC reports 3 employees.
Where is Trust Investment Advisors Wealth Management, LLC located?
Trust Investment Advisors Wealth Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2024.
Does Trust Investment Advisors Wealth Management, LLC disclose fund performance?
Trust Investment Advisors Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Pennsylvania Parkway, Suite 301, Indianapolis, IN 46280 |
| Phone | 317-253-2000 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$34.4M▲ 53%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$34.4Mregulatory AUM
Discretionary $0Non-discretionary $34.4M