SourcingSourcing

TRINITY WEALTH ADVISORS, L.L.C.

B58
CRD 109452·SEC 801-55428·ST. LOUIS, MO
AUM
$281.5M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$845K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRINITY WEALTH ADVISORS, L.L.C.
CRD
109452
SEC file #
801-55428
EIN
—
DBA names
Trinity Wealth Advisors Llc

Economics

AUM
$281.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$197.0M → $281.5M▲ +43%
Client mix
Individuals High Net Worth81
Individuals Other51

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
trinitywealth.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATUSH, JAMES, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MATUSH, JAMES, EDWARD
EVENS, JAMES, BARRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRINITYWEALTH.COM
Rdap Domain Creation Date
1997-12-08T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,090
Form 5500 Compensation Trajectory 3y
20257,090
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,090
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-07T05:00:00Z
Rdap Domain Last Changed
2025-11-07T08:06:13Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
733192
Trust Company Affiliate
No

People (4)

4
MATUSH, JAMES, EDWARD
IAR · Direct Owner · 87.5%
733192
EVENS, JAMES, BARRY
IAR · Direct Owner · 17.5%
1818374
STEINER, ERIC, PAUL
IAR · Executive Officer · 2.5%
2334702
SMITH, ALAN, MCMULLEN
IAR · Executive Officer · 2.5%
1580404