Trinity Wealth Advisors LLC

Trinity Wealth Advisors LLC (CRD# 109452) is a financial advisory firm headquartered in Saint Louis, MO. They manage $147,026,161 in 542 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $271,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, FL, MO, NE, TX

Financial Advisors at Trinity Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Grady
CRD#: 2289609
132 W Washington Ave Suite 200, Saint Louis, MO 63122
73
Wealthminder
score

Thomas Grady (CRD# 2289609) is an Investment Advisor Representative working at Trinity Wealth Advisors LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.

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