Trinity Strategic Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 13, 2026, reports $1.5B in regulatory assets under management, 27 employees, 1 office, and 5,431 accounts.
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
1,560
2
HNWI
9.9%
175
3
Corporations
1.3%
23
4
OTHER
0.1%
2
5
Banks
0.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 13, 2026
Discretionary87.6%
$1.3B
88% of total RAUM87.6%
Non-discretionary12.4%
$190M
12% of total RAUM12.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts5,431
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee65:1
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.