This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About Trinity Strategic Wealth
Trinity Strategic Wealth is a Tulsa, OK-based wealth and investment management firm with an office in Enid, serving clients across 44 states. The team works with future retirees, business owners, and corporate leaders, providing holistic planning and investment management through its Financial Freedom Process, including values-based investing, tax planning, estate & trust planning, and Medicare consulting. Clients can access accounts via Raymond James Client Access.
Reported data analysis
What the numbers show
Between December 17, 2025 and July 23, 2026, reported AUM increased 1.3%, from $1.5B to $1.5B.
Of the latest reported AUM, 87.6% is discretionary and 12.4% is non-discretionary.
The firm reports 16 advisory representatives and 1,763 clients, or 110.2 clients per representative. That equates to $871.3K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Trinity Strategic Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Trinity Strategic Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL PAUL MAZZEI
Chairman, Chief Executive Officer
- CRD
- #2023546
- Ownership
- 50% but less than 75%
KEITH ALLEN VAN DYKE
Chief Operating Officer, President
- CRD
- #2528570
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
Unlock allContacts
TAYLOR JAMES BENNETT
Financial Advisor
- CRD
- #6866485
Carson Dean Chambers
Financial Advisor
- CRD
- #7945603
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,345,617,794 | $377,029 |
| Non-Discretionary | $190,459,374 | $102,288 |
| Total | $1,536,077,168 | $282,835 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Trinity Strategic Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Trinity Strategic Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.