firm profile
Trinity Strategic Wealth
Overview
Trinity Strategic Wealth is an SEC registered investment adviser based in Tulsa, OK, registered since 2025. It reports $1.5B in assets under management across 5,431 accounts, with 27 employees. It has 17 investment adviser representatives.
- Reported AUM
- $1.5B
- Discretionary
- 88%
- Accounts
- 5,431
- Average account
- $283K
- Employees
- 27
- Advisory reps
- 17
- Registered since
- 2025
- Jurisdictions
- 23
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Michael Paul Mazzei Chairman, Chief Executive Officer CRD 2023546
- Keith Allen Vandyke President, Chief Operating Officer CRD 2528570
- Andrew Kurt Steinmetz Vice President, Chief Investment Officer CRD 6576691
5 more executive officers, with direct contact details
Advisory reps 3 of 17
- Taylor James Bennett Insurance Agent · Investment Adviser Rep CRD 6866485
- Carson Dean Chambers Registered Rep · Investment Adviser Rep CRD 7945603
- Allison Kate Fletcher Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5965393
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1375 E 71st St
Tulsa, OK 74136 - County
- Tulsa
- Metro area
- Tulsa, OK
- Region
- South
Registrations
- SEC registered
- Registered in 23 jurisdictions
- Website: trinitystrategicwealth.com
Every state, with registration dates
Similar firms near Tulsa
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- Argonaut Private Capital, LPTulsa, OK$3B AUM
- Gibraltar Capital Management, Inc.Tulsa, OK$1.3B AUM
- Prescott Group Capital Management L.L.C.Tulsa, OK$1.3B AUM
- Allegiant Wealth Advisors, LLCTulsa, OK$1.2B AUM
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