Data / Investment advisers / Oklahoma / Trinity Strategic Wealth
Trinity Strategic Wealth, Tulsa, OK: $1.5 billion AUM, SEC registered investment adviser
Trinity Strategic Wealth is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $1.5 billion in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 337956
- SEC file number
- 801-134209
- SEC status
- Approved, effective August 27, 2025
- Legal name
- Tulsa Wealth Advisors, Inc.
- Main office
- 1375 E. 71st Street, Tulsa, OK 74136
- Phone
- (918) 492-2150
- Website
- trinitystrategicwealth.com
- Regulatory AUM
- $1,536,077,168 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $1,345,617,794
- Non discretionary AUM
- $190,459,374
- Accounts
- 5,431
- Employees
- 27, of which 16 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,560 | $777.9 million |
| High net worth individuals | 175 | $683.9 million |
| Corporations or other businesses | 23 | $65 million |
| Insurance companies | 1 | $7.8 million |
| Banking or thrift institutions | 1 | $924,235 |
| Pension and profit sharing plans | 1 | $128,076 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.54 billion | March 13, 2026 |
| January 2, 2026 | $1.52 billion | December 17, 2025 |
| December 1, 2025 | Not listed | October 22, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cavanal Hill Investment Management, Inc. | Tulsa | $15.23 billion | Not listed | adviserinfo.sec.gov |
| Argonaut Private Capital, LP | Tulsa | $3.01 billion | 8 | adviserinfo.sec.gov |
| Gibraltar Capital Management, Inc. | Tulsa | $1.35 billion | 4 | adviserinfo.sec.gov |
| Prescott Group Capital Management L.L.C. | Tulsa | $1.30 billion | 3 | adviserinfo.sec.gov |
| Allegiant Wealth Advisors, LLC | Tulsa | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Bok Financial Advisors | Tulsa | $1.06 billion | Not listed | adviserinfo.sec.gov |
| The Advisory Resource Group, LLC | Tulsa | $926.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Trinity Strategic Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.