Investment adviser · CRD 337956
TRINITY STRATEGIC WEALTH
Investment adviser filing (IA)
TULSA WEALTH ADVISORS, INC.
TULSA, OK, United States · Form ADV filed Jul 23, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 5,431 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,560 | $777,907,584 | 50.6% |
| High-net-worth individuals | 175 | $683,916,089 | 44.5% |
| Corporations & businesses | 23 | $64,997,533 | 4.2% |
| Insurance companies | Fewer than 5 | $7,817,885 | 0.5% |
| Banks & thrifts | Fewer than 5 | $924,235 | 0.1% |
| Other clients | Fewer than 5 | $385,766 | 0.0% |
| Retirement plans | Fewer than 5 | $128,076 | 0.0% |
Filing source
Form ADV 2121507 · Jul 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1375 E. 71ST STREETTULSA, OK, 74136, United States
CRD 337956
Filing source
Form ADV 2121507 · Jul 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.