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TRINITY WEALTH ADVISORS LLC

ST. LOUIS, MO · CRD 109452 · IAPD ↗ · trinitywealth.com · 314-966-0033

$281.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — TRINITY WEALTH ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — TRINITY WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.