TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD #329218 SEC #801-129716 INDIANAPOLIS, IN 317-253-2000
SEC Registered
Total AUM
$22.5M
Discretionary
$8.4M
Employees
3
Clients
0
Accounts
54
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STREET, BURTON, PETER | I | CCO, PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | CCO, PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | PRESIDENT & MEMBER | E | Control |
| STREET, BURTON, PETER | I | PRESIDENT & MEMBER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
IL IN
Address
8440 WOODFIELD CROSSINGSUITE 100
INDIANAPOLIS, IN 46240
United States
Phone: 317-253-2000