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- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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