RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Oklahoma
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 18, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ARMSTRONG, ANDY, JOHNICHIEF COMPLIANCE OFFICERNA
ARMSTRONG, ANDY, JOHNICHIEF COMPLIANCE OFFICERNA
ARMSTRONG, ANDY, JOHNICHIEF COMPLIANCE OFFICERNA
LOTT, JEREMY, DEANIDIRECTORNA Control
LOTT, JEREMY, DEANIDIRECTORNA Control
LOTT, JEREMY, DEANIDIRECTORNA Control
SANDS, DERRICK, ALANIDIRECTORNA Control
SANDS, DERRICK, ALANIDIRECTORNA Control
SANDS, DERRICK, ALANIDIRECTORNA Control
ZEIMET, DENNIS, ALLENIDIRECTORNA Control
ZEIMET, DENNIS, ALLENIDIRECTORNA Control
ZEIMET, DENNIS, ALLENIDIRECTORNA Control
MAZZEI, MICHAEL, PAULICHAIRMAN AND CEOD Control
MAZZEI, MICHAEL, PAULICHAIRMAN AND CEOD Control
MAZZEI, MICHAEL, PAULICHAIRMAN AND CEOD Control
VANDYKE, KEITH, ALLENIPRESIDENT AND COOB Control
VANDYKE, KEITH, ALLENIPRESIDENT AND COOB Control
VANDYKE, KEITH, ALLENIPRESIDENT AND COOB Control
MOORE, JOHN, DAVIDIDIRECTORA Control
MOORE, JOHN, DAVIDIDIRECTORA Control
MOORE, JOHN, DAVIDIDIRECTORA Control
STEINMETZ, ANDREW, KURTIVICE PRESIDENT AND CIOA Control
STEINMETZ, ANDREW, KURTIVICE PRESIDENT AND CIOA Control
STEINMETZ, ANDREW, KURTIVICE PRESIDENT AND CIOA Control

Registrations

Federal

IA
Dec 18, 2025 REGISTERED

Notice Filings (22)

AR AZ CA CO FL GA IA ID IL KS MO MS NC OH OK PA TN TX UT VI WA WI

Address

1375 E. 71ST STREET
TULSA, OK 74136
United States
Phone: 918-492-2150