TULSA WEALTH ADVISORS, INC.

CRD

337956

SEC file #

801-134209

EIN

731614547

DBA names

Trinity Strategic Wealth

Economics

AUM

$1.54B

AUM band

$1B+

AUM trajectory

—

Client mix

Individuals Other	1,560
Individuals High Net Worth	175
Corporations	23
Other	2
Banking Institutions	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 16 advisors

'26 · 16 advisors

'25'26

16 advisors → 16 advisors▬ 0%

sec adv history

Primary office

TULSA OK

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/13/2026

trinitystrategicwealth.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MAZZEI, MICHAEL, PAUL

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

MAZZEI, MICHAEL, PAUL

VANDYKE, KEITH, ALLEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TRINITYSTRATEGICWEALTH.COM

Rdap Domain Creation Date

2023-09-06T22:04:38Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002114442

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-03-03

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001765380-26-000204

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2152

Soi Zip Pct 200k Plus

0.0871

Soi Zip Returns 200k Plus

1,150

Soi Zip Total AGI

1,501,148

Fdic Zip Total Deposits

32,976,361,000

Fdic Zip Branch Count

450

Fdic Zip Top Banks

Regent Bank

CrossFirst Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1375 E 71ST STREETTULSA, OK 74136

Business

1375 E 71ST STREETTULSA, OK 74136

Edgar EIN

731614547

Edgar Recent Filings

13F-HR2026-05-11 · 0001765380-26-000204

13F-HR2026-03-03 · 0002114442-26-000001

Fdic Zip Branches Raw

American Bank and Trust CompanyTulsa, OK

Fdic Zip HHI

732.54

Fdic Zip Top Bank Share Pct

17.02

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2033-09-06T22:04:38Z

Rdap Domain Last Changed

2023-09-06T22:04:38Z

Rdap Nameservers

Ns71.domaincontrol.comNs72.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	54,088
Returns	4,170

Stub 2

AGI	137,766
Returns	3,820

Stub 3

AGI	92,430
Returns	1,520

Soi Zip Total Business Income

35,667

Soi Zip Total Cap Gains

140,502

Soi Zip Total Dividends

67,522

Soi Zip Total Returns

13,200

Top Owner CRD

2023546

Trust Company Affiliate