SEC Form ADV

TRINITY WEALTH ADVISORS LLC

Registered Investment AdviserMO
$281.5M
Assets Under Management
540
Total Clients
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Registration Details

Accession
CRD-109452
Location
ST. LOUIS, MO
Filing Date
March 25, 2026
AUM
$281.5M
Total Clients
540
Amendment
No

About this Adviser

TRINITY WEALTH ADVISORS LLC is a registered investment adviser headquartered in ST. LOUIS, MO, managing approximately $281.5M in assets across 540 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.