TRINITY WEALTH ADVISORS, L.L.C.

TRINITY WEALTH ADVISORS LLC
ST. LOUIS, Missouri·6 registered advisors·CRD# 109452
SEC# 801-554280314-966-0033
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRINITY WEALTH ADVISORS, L.L.C.

6 registered advisors
Alan Mcmullen Smith
ST. LOUIS, Missouri
Douglas Robert Grant
ST. LOUIS, Missouri
Eric Paul Steiner
ST. LOUIS, Missouri
James Barry Evens
ST. LOUIS, Missouri
James Edward Matush
ST. LOUIS, Missouri
Thomas Joseph Grady
ST. LOUIS, Missouri
05

Office Locations

ST. LOUIS, Missouri
6 advisors

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Data sourced from SEC Form ADV filings. TRINITY WEALTH ADVISORS, L.L.C. (CRD# 109452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.