# Trinity Strategic Wealth

Trinity Strategic Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://trinitystrategicwealth.com
- **LinkedIn:** https://www.linkedin.com/company/trinity-strategic-wealth

## Regulatory record

- **CRD number:** 337956
- **SEC file number:** 801-134209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337956

## About

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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:27.442Z

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