INDIANAPOLIS, INCRD 329218Latest ADV March 27, 2026
Trust Investment Advisors Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 27, 2026, reports $34M in regulatory assets under management, 3 employees, and 83 accounts.
Assets Under Management
$34M
Employees
3
Offices
--
Total Clients
38
Primary office
INDIANAPOLIS, IN
301 PENNSYLVANIA PARKWAY, SUITE 301, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
27
2
HNWI
28.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$34Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$34M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$34M
Total Accounts83
10Y AUM Change+$34M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.