SourcingSourcing

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC

C43
CRD 329218·SEC 801-129716·INDIANAPOLIS, IN
AUM
$34.4M
$25M-$100M
Est. Revenue
$344K
@ 1% on AUM
Est. EBITDA
$103K
@ 30% margin
Est. Deal Value
$826K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD
329218
SEC file #
801-129716
EIN
—
DBA names
—

Economics

AUM
$34.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$22.5M → $34.4M▲ +53%
Client mix
Individuals Other27
Individuals High Net Worth11

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesCommissionsOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/in/burton-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STREET, BURTON, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STREET, BURTON, PETER
MITCHELL, SUSAN, ELAINE
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2857
Soi Zip Pct 200k Plus
0.082
Soi Zip Returns 200k Plus
350
Soi Zip Total AGI
424,868
Fdic Zip Total Deposits
307,197,000
Fdic Zip Branch Count
28
Fdic Zip Top Banks
Busey Bank
National City Bank, Indiana

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
National City Bank, IndianaHome Place, IN
National City Bank, IndianaHome Place, IN
Fdic Zip HHI
8163.43
Fdic Zip Top Bank Share Pct
89.85
Fdic Zip Year
2017
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,914
Returns840
Stub 2
AGI32,396
Returns870
Stub 3
AGI49,735
Returns800
Soi Zip Total Business Income
14,768
Soi Zip Total Cap Gains
17,758
Soi Zip Total Dividends
9,046
Soi Zip Total Returns
4,270
Top Owner CRD
2332253
Trust Company Affiliate
No

People (4)

4
STREET, BURTON, PETER
IAR · Direct Owner · 87.5%
2332253
MITCHELL, SUSAN, ELAINE
Executive Officer · 2.5%
1453956
MICHAEL WIGGIN MORRISON
IAR
6134787
DOUGLAS WILLIAM DAMROW
IAR
724044