| Name | Title | Ownership | Since |
|---|---|---|---|
| Burton Peter Street Control | President & Member | Over 75% | 2023 |
| Susan Elaine Mitchell Control | Chief Compliance Officer | Under 5% | 2022 |
Trust Investment Advisors Wealth Management, LLC reports $22.5 million in regulatory assets under management on its Form ADV.
Trust Investment Advisors Wealth Management, LLC reports 3 employees.
Trust Investment Advisors Wealth Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2024.
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.
| Address | 8440 Woodfield Crossing, Suite 100, Indianapolis, IN 46240 |
| Phone | 317-253-2000 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.4M |
| Non-discretionary | $14.1M |
| Total (RAUM) | $22.5M |