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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-1998
- Office Locations
- 1
Office Locations
About Trinity Wealth Advisors LLC
Trinity Wealth Advisors is a St. Louis-based registered investment adviser providing values- and beliefs-aligned wealth management and financial planning for individuals and families, including retirement income planning, tax and estate planning, charitable giving, and insurance guidance. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with Charles Schwab & Co. as primary custodian. Differentiator: a deliberately team-based model with frequent, clear client updates and hands-on help with complex "dirty financial jobs."
Team overview
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CRM
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Owner & Executives
JAMES EDWARD MATUSH JR
Chief Executive Officer, Chief Operating Officer, PARTNER, Wealth Advisor
- CRD
- #733192
- Ownership
- 75% or more
JAMES BARRY EVENS
Managing Director, PARTNER
- CRD
- #1818374
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,690,303 | $466,041 |
| Non-Discretionary | $50,858,932 | $1,130,198 |
| Total | $281,549,235 | $521,387 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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