TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CARMEL, Indiana
- CRD number
- 329218
- Registered since
- March 22, 2024
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Other
- Client types
- HNWI68.53%
- Individuals31.47%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trust Investment Advisors Wealth Management, LLC is an independent, SEC-registered LLC that began registration in 2024 and is owned by an individual. The firm positions itself as a capital allocator for individual and family clients, combining financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and charges a mix of percentage‑of‑AUM, fixed fees, commissions, and other fee types. The adviser is not an active ESG investor and reports a related adviser affiliation.
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
- Exchange Traded Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
- Private Funds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1SUSAN MITCHELL
Chief Compliance OfficerCRD 1453956
Contacts
3 of 3BURTON STREET
Owner, Portfolio ManagerCRD 2332253
DOUGLAS DAMROW
Business Development ManagerCRD 724044
MICHAEL MORRISON
Senior Vice PresidentCRD 6134787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARMEL, IN
HAMILTON
Location
CARMEL, IN
Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 301 Pennsylvania Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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