TULSA WEALTH ADVISORS, INC.
Legal name: TRINITY STRATEGIC WEALTH
CRD #337956 SEC #801-134209 TULSA, OK 918-492-2150
SEC Registered
Total AUM
$1.5B
Discretionary
$1.2B
Employees
27
Clients
0
Accounts
4,794
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.5B | $1.2B | $293.3M | 27 | 0 |
| Oct 2025 | $0 | $0 | $0 | 27 | 0 |
| Jul 2025 | $0 | $0 | $0 | 27 | 0 |
DateDec 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$293.3M
Employees27
Clients0
DateOct 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0