| 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 |
Trinity Wealth Advisors, L.L.C. reports $258.9 million in regulatory assets under management on its Form ADV.
Trinity Wealth Advisors, L.L.C. reports 7 employees.
Trinity Wealth Advisors, L.L.C. is based in St. Louis, MO and has been SEC-registered since 1998.
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.
| 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 |
| Discretionary | $228.7M |
| Non-discretionary | $30.2M |
| Total (RAUM) | $258.9M |