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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CCO | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CCO | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CCO | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CCO | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CCO | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRADY, THOMAS, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| GRANT, DOUGLAS, ROBERT | I | PARTNER/PASSIVE | NA | |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, ALAN, MCMULLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEINER, ERIC, PAUL | I | MANAGING DIRECTOR | NA | Control |
| STEINER, ERIC, PAUL | I | MANAGING DIRECTOR | NA | Control |
| STEINER, ERIC, PAUL | I | MANAGING DIRECTOR | NA | Control |
| STEINER, ERIC, PAUL | I | MANAGING DIRECTOR | NA | Control |
| STEINER, ERIC, PAUL | I | MANAGING DIRECTOR | NA | Control |
| MATUSH, JAMES, EDWARD | I | OWNER AND PRESIDENT | E | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | E | Control |
| HB INVESTMENTS, LLC | DE | OWNER | D | Control |
| HB INVESTMENTS, LLC | DE | OWNER | D | Control |
| HB INVESTMENTS, LLC | DE | OWNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | OWNER AND PRESIDENT | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | OWNER AND PRESIDENT | D | Control |
| MATUSH, JAMES, EDWARD | I | OWNER AND PRESIDENT | D | Control |
| MATUSH, JAMES, EDWARD | I | OWNER/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | OWNER AND PRESIDENT | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| MATUSH, JAMES, EDWARD | I | CEO/COO/PARTNER | D | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| SMITH, ALAN, MCMULLEN | I | PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| STEINER, ERIC, PAUL | I | MANAGING PARTNER | B | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
| EVENS, JAMES, BARRY | I | PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARRINGTON, JAY, P | I | HB INVESTMENTS, L.L.C. | C | Control |
| BARRINGTON, JAY, P | I | HB INVESTMENTS, L.L.C. | C | Control |
| BARRINGTON, JAY, P | I | HB INVESTMENTS, L.L.C. | C | Control |
| HUMES, BRIAN, KEITH | I | HB INVESTMENTS,L.L.C. | C | Control |
| HUMES, BRIAN, KEITH | I | HB INVESTMENTS,L.L.C. | C | Control |
| HUMES, BRIAN, KEITH | I | HB INVESTMENTS,L.L.C. | C | Control |
| SCHMITTGENS, GREGORY, WILIAM | I | HB INVESTMENTS, L.L.C. | C | Control |
| SCHMITTGENS, GREGORY, WILIAM | I | HB INVESTMENTS, L.L.C. | C | Control |
| SCHMITTGENS, GREGORY, WILIAM | I | HB INVESTMENTS, L.L.C. | C | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (7)
CO FL IA IL MO NE TX
Address
132 W WASHINGTON AVE SUITE 200ST. LOUIS, MO 63122
United States
Phone: 314-966-0033