RIA Intelligence

TRISPERITY ADVISORS, LLC

CRD #142438 SEC #801-113723 KATY, TX 281-395-1021
SEC Registered
Total AUM
$283.7M
Discretionary
$281.7M
Employees
2
Clients
251
Accounts
808

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
NARUM, CRAIG, SCOTTIPRINCIPAL/OWNER, CCOE Control
MCCULLOCH, JEFFREY, MICHAELIFINANCIAL ADVISORA
MCCULLOCH, JEFFREY, MICHAELIFINANCIAL ADVISORA
MCCULLOCH, JEFFREY, MICHAELIFINANCIAL ADVISORA
MCCULLOCH, JEFFREY, MICHAELIFINANCIAL ADVISORA

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (3)

CO LA TX

Address

22202 HIGHLAND KNOLLS DRIVE
KATY, TX 77450
United States
Phone: 281-395-1021