Trinity Strategic Wealth
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 337956
- Registered since
- August 27, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.64%
- HNWI44.52%
- Corporations / Businesses4.23%
- Insurance Companies0.51%
- Banking / Thrift Institutions0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trinity Strategic Wealth is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, and it lists pension consulting and selection-of-other-advisers among its capabilities. Fee arrangements include percentage-of-AUM and fixed-fee structures. Trinity reports it is not an active ESG investor and operates under a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities33%
- Non-Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- Other4%
Owners & executives
2 of 2MICHAEL MAZZEI
Chairman & CEOCRD 2023546
KEITH VANDYKE
President and Chief Operating OfficerCRD 2528570
Contacts
3 of 16Jackson Mazzei
AssociateCRD 7780809
Karig Stoup
Client Services ManagerCRD 6264089
ANDREW STEINMETZ
Registered RepresentativeCRD 6576691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$426M in ETFs
67%
$283M
33%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $56.6M | 752,841 | 13.29% |
Location
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 1375 E 71st St
- Time zone
- CT (UTC-6)
- Office locations
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