Overview
Assets Under Management: $1.5 billion
Headquarters: TULSA, OK
High-Net-Worth Clients: 172
Average Client Assets: $4 million
Frequently Asked Questions
TRINITY STRATEGIC WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337956), TRINITY STRATEGIC WEALTH is subject to fiduciary duty under federal law.
TRINITY STRATEGIC WEALTH is headquartered in TULSA, OK.
TRINITY STRATEGIC WEALTH serves 172 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, TRINITY STRATEGIC WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRINITY STRATEGIC WEALTH manages $1.5 billion in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, TRINITY STRATEGIC WEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,794
Discretionary Accounts: 3,551
Non-Discretionary Accounts: 1,243
Regulatory Filings
CRD Number: 337956
Filing ID: 2031461
Last Filing Date: 2025-12-17 19:49:08
Website: 1