# Trinity Strategic Wealth

> Trinity Strategic Wealth is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 337956
- Filed as: TRINITY STRATEGIC WEALTH
- Legal name: Tulsa Wealth Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337956
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956

## Quick answers

**How is Trinity Strategic Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Strategic Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trinity Strategic Wealth located?**
Trinity Strategic Wealth's principal office is in Tulsa, OK, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Trinity Strategic Wealth registered with the SEC or a state?**
Trinity Strategic Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337956.

**How much does Trinity Strategic Wealth manage?**
Trinity Strategic Wealth reports $1,536,077,168 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (88% discretionary).

**What types of clients does Trinity Strategic Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,560); high net worth individuals (175); corporations or other businesses not listed above (23).

**Which custodians does Trinity Strategic Wealth use?**
Trinity Strategic Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trinity Strategic Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337956

**What changed in Trinity Strategic Wealth's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,536,077,168
- Discretionary: $1,345,617,794
- Non-discretionary: $190,459,374

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,560 | $777,907,584 |
| High net worth individuals | 175 | $683,916,089 |
| Banking or thrift institutions | 1 | $924,235 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $128,076 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $7,817,885 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $64,997,533 |
| Other | 2 | $385,766 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 27 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MO, MS, NC, OH, OK, PA, TN, TX, UT, VA, VI, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Enid, OK

### Websites listed on Form ADV (Item 1.I)
- trinitystrategicwealth.com
- Facebook @trinity-strategic-wealth
- LinkedIn @trinity-strategic-wealth

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in VA.

### January 2026
- Regulatory assets under management went from $0 to $1,515,839,900.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Strategic Wealth (CRD 337956): Form ADV filing data as of October 2026.