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TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN · CRD 329218 · IAPD ↗ · 317-253-2000

$34.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC reported RAUM up 53% ($22.5M -> $34.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2024 — TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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