Assets Under Management
$258.9M
Number of Clients
129
Number of Advisors
4
Average Client AUM
$2.0M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trinity Wealth Advisors offers wealth management services addressing wealth sustainability, enhancement, protection, transfer, and charitable giving. Services include investment analysis, retirement coaching, cash flow management, tax coordination, education planning, insurance analysis, estate planning, business planning, family meetings, and team assessments.
132 W Washington Ave Suite 200, St. Louis, MO, 63122