TRINITY WEALTH ADVISORS, L.L.C.
Legal name: TRINITY WEALTH ADVISORS LLC
CRD #109452 SEC #801-55428 ST. LOUIS, MO 314-966-0033
SEC Registered Disclosures
Total AUM
$258.9M
Discretionary
$228.7M
Employees
7
Clients
101
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $258.9M | $228.7M | $30.2M | 7 | 0 |
| Jul 2024 | $256.6M | $231.5M | $25M | 7 | 0 |
| Jun 2024 | $256.6M | $231.5M | $25M | 7 | 0 |
| Mar 2024 | $256.6M | $231.5M | $25M | 7 | 0 |
| Mar 2023 | $280.1M | $236.3M | $43.8M | 7 | 0 |
| Mar 2022 | $294.5M | $291.1M | $3.5M | 7 | 0 |
| Dec 2021 | $237.8M | $234.1M | $3.8M | 7 | 0 |
| Aug 2021 | $237.8M | $234.1M | $3.8M | 7 | 0 |
| Mar 2021 | $237.8M | $234.1M | $3.8M | 7 | 0 |
| Oct 2020 | $226.4M | $221.4M | $5M | 7 | 0 |
| Jun 2020 | $226.4M | $221.4M | $5M | 7 | 0 |
| May 2020 | $226.4M | $221.4M | $5M | 7 | 0 |
| Mar 2020 | $226.4M | $221.4M | $5M | 7 | 0 |
| Dec 2019 | $197M | $190.9M | $6M | 7 | 0 |
| Mar 2019 | $197M | $190.9M | $6M | 7 | 0 |
| Sep 2018 | $205M | $198.6M | $6.4M | 7 | 0 |
| Mar 2018 | $205M | $198.6M | $6.4M | 7 | 0 |
| Mar 2017 | $154.5M | $148.9M | $5.6M | 7 | 200 |
| Sep 2016 | $147M | $141.9M | $5.1M | 8 | 200 |
| Mar 2016 | $147M | $141.9M | $5.1M | 8 | 200 |
| Dec 2015 | $180.3M | $173.7M | $6.6M | 8 | 200 |
| Mar 2015 | $180.3M | $173.7M | $6.6M | 8 | 200 |
| Jul 2014 | $179.5M | $173.1M | $6.4M | 8 | 300 |
| Mar 2014 | $179.5M | $173.1M | $6.4M | 8 | 300 |
| Jan 2014 | $208.2M | $141M | $67.2M | 8 | 300 |
| Jul 2013 | $208.2M | $141M | $67.2M | 8 | 300 |
| Mar 2013 | $208.2M | $141M | $67.2M | 8 | 300 |
| Mar 2012 | $199M | $136M | $63M | 6 | 300 |
| May 2011 | $197.9M | $135.8M | $62.1M | 10 | -- |
| Mar 2011 | $197.9M | $135.8M | $62.1M | 10 | -- |
| Feb 2011 | $80.2M | $27.4M | $52.8M | 10 | -- |
| Sep 2010 | $80.2M | $27.4M | $52.8M | 10 | -- |
| Jun 2010 | $80.2M | $27.4M | $52.8M | 10 | -- |
| Mar 2009 | $80.2M | $27.4M | $52.8M | 10 | -- |
| Jan 2006 | $80.2M | $27.4M | $52.8M | 10 | -- |
| Oct 2005 | $80.2M | $27.4M | $52.8M | 10 | -- |
| May 2005 | $80.2M | $27.3M | $52.8M | 10 | -- |
| Aug 2004 | $80.2M | $27.3M | $52.8M | 10 | -- |
| May 2004 | $80.2M | $27.3M | $52.8M | 10 | -- |
| May 2004 | $80.2M | $27.3M | $52.8M | 10 | -- |
| May 2004 | $80.2M | $27.3M | $52.8M | 10 | -- |
| Nov 2003 | $104M | $23.6M | $80.4M | 10 | -- |
| Apr 2002 | $104M | $23.6M | $80.4M | 10 | -- |
DateMar 2025
Total AUM$258.9M
Discretionary$228.7M
Non-Disc.$30.2M
Employees7
Clients0
DateJul 2024
Total AUM$256.6M
Discretionary$231.5M
Non-Disc.$25M
Employees7
Clients0
DateJun 2024
Total AUM$256.6M
Discretionary$231.5M
Non-Disc.$25M
Employees7
Clients0
DateMar 2024
Total AUM$256.6M
Discretionary$231.5M
Non-Disc.$25M
Employees7
Clients0
DateMar 2023
Total AUM$280.1M
Discretionary$236.3M
Non-Disc.$43.8M
Employees7
Clients0
DateMar 2022
Total AUM$294.5M
Discretionary$291.1M
Non-Disc.$3.5M
Employees7
Clients0
DateDec 2021
Total AUM$237.8M
Discretionary$234.1M
Non-Disc.$3.8M
Employees7
Clients0
DateAug 2021
Total AUM$237.8M
Discretionary$234.1M
Non-Disc.$3.8M
Employees7
Clients0
DateMar 2021
Total AUM$237.8M
Discretionary$234.1M
Non-Disc.$3.8M
Employees7
Clients0
DateOct 2020
Total AUM$226.4M
Discretionary$221.4M
Non-Disc.$5M
Employees7
Clients0
DateJun 2020
Total AUM$226.4M
Discretionary$221.4M
Non-Disc.$5M
Employees7
Clients0
DateMay 2020
Total AUM$226.4M
Discretionary$221.4M
Non-Disc.$5M
Employees7
Clients0
DateMar 2020
Total AUM$226.4M
Discretionary$221.4M
Non-Disc.$5M
Employees7
Clients0
DateDec 2019
Total AUM$197M
Discretionary$190.9M
Non-Disc.$6M
Employees7
Clients0
DateMar 2019
Total AUM$197M
Discretionary$190.9M
Non-Disc.$6M
Employees7
Clients0
DateSep 2018
Total AUM$205M
Discretionary$198.6M
Non-Disc.$6.4M
Employees7
Clients0
DateMar 2018
Total AUM$205M
Discretionary$198.6M
Non-Disc.$6.4M
Employees7
Clients0
DateMar 2017
Total AUM$154.5M
Discretionary$148.9M
Non-Disc.$5.6M
Employees7
Clients200
DateSep 2016
Total AUM$147M
Discretionary$141.9M
Non-Disc.$5.1M
Employees8
Clients200
DateMar 2016
Total AUM$147M
Discretionary$141.9M
Non-Disc.$5.1M
Employees8
Clients200
DateDec 2015
Total AUM$180.3M
Discretionary$173.7M
Non-Disc.$6.6M
Employees8
Clients200
DateMar 2015
Total AUM$180.3M
Discretionary$173.7M
Non-Disc.$6.6M
Employees8
Clients200
DateJul 2014
Total AUM$179.5M
Discretionary$173.1M
Non-Disc.$6.4M
Employees8
Clients300
DateMar 2014
Total AUM$179.5M
Discretionary$173.1M
Non-Disc.$6.4M
Employees8
Clients300
DateJan 2014
Total AUM$208.2M
Discretionary$141M
Non-Disc.$67.2M
Employees8
Clients300
DateJul 2013
Total AUM$208.2M
Discretionary$141M
Non-Disc.$67.2M
Employees8
Clients300
DateMar 2013
Total AUM$208.2M
Discretionary$141M
Non-Disc.$67.2M
Employees8
Clients300
DateMar 2012
Total AUM$199M
Discretionary$136M
Non-Disc.$63M
Employees6
Clients300
DateMay 2011
Total AUM$197.9M
Discretionary$135.8M
Non-Disc.$62.1M
Employees10
Clients--
DateMar 2011
Total AUM$197.9M
Discretionary$135.8M
Non-Disc.$62.1M
Employees10
Clients--
DateFeb 2011
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateSep 2010
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateJun 2010
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateMar 2009
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateJan 2006
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateOct 2005
Total AUM$80.2M
Discretionary$27.4M
Non-Disc.$52.8M
Employees10
Clients--
DateMay 2005
Total AUM$80.2M
Discretionary$27.3M
Non-Disc.$52.8M
Employees10
Clients--
DateAug 2004
Total AUM$80.2M
Discretionary$27.3M
Non-Disc.$52.8M
Employees10
Clients--
DateMay 2004
Total AUM$80.2M
Discretionary$27.3M
Non-Disc.$52.8M
Employees10
Clients--
DateMay 2004
Total AUM$80.2M
Discretionary$27.3M
Non-Disc.$52.8M
Employees10
Clients--
DateMay 2004
Total AUM$80.2M
Discretionary$27.3M
Non-Disc.$52.8M
Employees10
Clients--
DateNov 2003
Total AUM$104M
Discretionary$23.6M
Non-Disc.$80.4M
Employees10
Clients--
DateApr 2002
Total AUM$104M
Discretionary$23.6M
Non-Disc.$80.4M
Employees10
Clients--