TRINITY WEALTH ADVISORS LLC

132 W Washington Ave Suite 200
St. Louis, Missouri 63122
Tel: 314-966-0033

About TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS LLC, formally registered with the SEC as TRINITY WEALTH ADVISORS LLC. The firm was established in 04/24/1998. They have over 1 offices throughout the country.

TRINITY WEALTH ADVISORS LLC is a St. Louis, Missouri based Financial Planning firm with nearly $256,568,946 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109452
SEC#	801-55428
Assets Managed by Firm	$256,568,946
No. of Clients	524
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	524	$256,568,946
Individuals (other than high net worth individuals)	62	$23,887,780
High net worth individuals	65	$226,238,924
Pension and profit sharing plans	Fewer than 5 clients	$2,272,457
Charitable organizations	Fewer than 5 clients	$4,169,785

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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