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 registered investment adviser organized as a corporation and SEC-registered in 2025. Ownership is held by an individual and the firm acts as a capital allocator, directing client capital into third‑party managers in addition to managing portfolios directly. Its client mix includes individuals and families as well as institutional clients, and it charges both percentage‑of‑AUM and fixed fees. Advisory services emphasize financial planning and portfolio management for individuals, small businesses and institutions. The firm also provides pension consulting services and performs selection-of-other-advisers work. Trinity Strategic Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Michael Mazzei
Chairman & CEOCRD 2023546
Keith Vandyke
President and Chief Operating OfficerCRD 2528570
Contacts
3 of 16
Jackson 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 78Active vs passive
$545M in ETFs
54%
$294M
40%
$251M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $63.5M | 386,317 | 11.65% |
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
Similar firms
Gibraltar Capital Management, Inc.
RIATulsa, OK
Prescott Group Capital Management L.L.C.
RIATulsa, OK
Allegiant Wealth Advisors, LLC
RIATulsa, OK
The Advisory Resource Group, LLC
RIATulsa, OK
Warburton Capital Management, LLC
RIATulsa, OK
Cadent Capital Advisors, LLC
RIATulsa, OK