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Trinity Strategic Wealth
TRINITY STRATEGIC WEALTH is an SEC-registered investment adviser in TULSA, OK, registered since 2025. The firm manages $1.5 billion in assets, with $1.3...
Trinity Strategic Wealth
TRINITY STRATEGIC WEALTH is an SEC-registered investment adviser in TULSA, OK, registered since 2025. The firm manages $1.5 billion in assets, with $1.3 billion on a discretionary basis. It employs 27 staff and 16 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What investment strategy does Trinity Strategic Wealth follow?
The firm has not publicly disclosed an investment strategy (per public record). Based on the lack of public filings or media coverage, it likely follows a traditional family office model of wealth preservation through multi-asset diversification.
Who runs Trinity Strategic Wealth?
No named principals or investment decision-makers have been publicly identified for this firm (per public record). The leadership structure and family affiliation remain undisclosed.
Is Trinity Strategic Wealth a single family office?
The firm's classification as a single family office is inferred from its name and private posture, but no source confirms this status. No multi-family office characteristics or external client relationships have been reported.
Does Trinity Strategic Wealth make direct investments or co-investments?
There is no public record of Trinity Strategic Wealth participating in direct investments, co-investments, or fund commitments. Its investment activity, if any, is not disclosed.
Where does Trinity Strategic Wealth's underlying wealth come from?
The origin of the wealth managed by Trinity Strategic Wealth has not been publicly disclosed. No family name, industry background, or fortune source is available in public records.
What philanthropic structures does Trinity Strategic Wealth maintain?
The firm has not publicly identified any related philanthropic foundations or charitable vehicles. No such entities appear in public filings or databases.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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