Wealth Manager
    SEC Registered
    Manages Private Funds

    Trinity Strategic Wealth

    Registered investment advisor · Tulsa, Oklahoma · CRD #337956

    Assets Under Management
    $1.5B
    Client Accounts
    5,431
    Employees
    27
    CRD Number
    337956
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Trinity Strategic Wealth

    Trinity Strategic Wealth is a SEC-registered investment advisory firm headquartered in Tulsa, Oklahoma, managing approximately $1.5B in regulatory assets across 5,431 client accounts. The firm's full regulatory record is filed with the SEC under CRD #337956.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Trinity Strategic Wealth's AUM?

    Trinity Strategic Wealth reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Trinity Strategic Wealth headquartered?

    Trinity Strategic Wealth is headquartered in Tulsa, Oklahoma.

    What is Trinity Strategic Wealth's CRD number?

    Trinity Strategic Wealth's CRD number is 337956. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Trinity Strategic Wealth manage?

    Trinity Strategic Wealth manages approximately 5,431 client accounts according to its latest SEC filing.

    Is Trinity Strategic Wealth SEC registered?

    Yes, Trinity Strategic Wealth is registered with the SEC as an investment adviser with an approved registration status.

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