# Trinity Wealth Advisors

Trinity Wealth Advisors is a Multi Family Office based in Southlake, Ireland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Southlake, Ireland
- **Region:** Europe
- **Address:** Dublin, Ireland
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** trinitywealth.com
- **LinkedIn:** https://www.linkedin.com/company/trinity-wealth-advisors

## Regulatory record

- **CRD number:** 314603
- **SEC file number:** 801-55428
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-20T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314603

## About

Jim Matush established Trinity Wealth Advisors to deliver wealth management, investment strategy, and succession planning to affluent families. The firm operates from Dublin with documented ties to St. Louis and maintains a focus on intergenerational wealth preservation. Trinity deploys client assets into real estate, hedge funds, fund-of-funds vehicles, and commodities. It also maintains exposure to private company stock and precious metals. Geographic reach covers North America and Europe. The firm facilitates direct real estate transactions and gifts of property to charities as part of estate planning. Confirmed investment types include philanthropic and mission-related mandates. All listed partners hold CFP or CFA credentials. The firm maintains relationships with multiple custodians including Fidelity, Charles Schwab, Pershing, and SEI. It sponsored the Faith Driven Entrepreneur and Investor Conference in 2022. Trinity structures its advisory work through a hybrid model that combines traditional multi-family office services with separately owned RIA relationships, notably ASA Advisors, Inc.

## Sectors

- Real Estate
- Hedge Funds
- Fund of Funds
- Commodities
- Philanthropic / Mission-Related Investing

## People

- Jim Matush — Founder
- Eric Steiner — Managing Partner
- Alan McMullen Smith — Partner and Chief Compliance Officer
- James Evens — Partner

## Questions

### Who runs investment decisions at Trinity Wealth Advisors?

Jim Matush founded the firm. Eric Steiner serves as Managing Partner. Alan McMullen Smith acts as Partner and Chief Compliance Officer. James Evens is Partner and CFA Charterholder.

### Does Trinity Wealth Advisors participate in fund commitments or only direct deals?

The firm allocates to fund-of-funds and hedge funds while also managing direct real estate positions and private company stock.

### What is Trinity Wealth Advisors known posture on co-investments alongside external GPs?

No specific co-investment activity is documented in available records.

### How is Trinity Wealth Advisors related to ASA Advisors, Inc.?

ASA Advisors, Inc. is a separately owned RIA that shares personnel with Trinity Wealth Advisors.

## Related profiles

- [Global Financial Advisory Services](https://altss.com/profile/global-financial-advisory-services)
- [Bonnier Capital](https://altss.com/profile/bonnier-capital)

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

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