Trinity Wealth Advisors LLC

Trinity Wealth Advisors LLC (CRD# 109452) is a financial advisory firm headquartered in Saint Louis, MO. They manage $294,525,135 in 512 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
132 W Washington Ave Suite 200, Saint Louis, MO 63122
http://trinitywealth.com
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $575,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MO, NE, TX

Financial Advisors at Trinity Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Evens, financial advisor Saint Louis MO
James B. Evens
CRD#: 1818374
132 W Washington Ave Suite 200, Saint Louis, MO 63122

James Evens (CRD# 1818374) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 32 years of experience in the finance industry. James Evens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alan Smith, financial advisor Saint Louis MO
Alan M. Smith
CRD#: 1580404
132 W Washington Ave Suite 200, Saint Louis, MO 63122
Alan Smith (CRD# 1580404) is an Investment Advisor Representative working at Asa Advisors, Inc. in Saint Louis, MO and has over 29 years of experience in the finance industry. Alan Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
3
Eric Steiner, financial advisor Saint Louis MO
Eric P. Steiner
CRD#: 2334702
132 W Washington Ave Suite 200, Saint Louis, MO 63122

Eric Steiner (CRD# 2334702) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 29 years of experience in the finance industry. Eric Steiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James Matush, financial advisor Saint Louis MO
James E. Matush
CRD#: 733192
132 W Washington Ave Suite 200, Saint Louis, MO 63122

James Matush (CRD# 733192) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 41 years of experience in the finance industry. James Matush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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