Trinity Strategic Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

337956

SEC number

801-134209

Firm type

RIA

Assets under management

$1.5B as of Mar 13, 2026

Website

trinitystrategicwealth.com ↗

Phone

918-492-2150

Address

1375 E. 71st Street, Tulsa, OK, 74136

Advisors at this firm

17 in our index · page 1 of 1

• Taylor James BennettCRD 6866485 · Tulsa, OK
  IA RegisteredRegistration inactive
• Carson Dean ChambersCRD 7945603 · Tulsa, OK
  IA RegisteredBroker
• Allison Kate FletcherCRD 5965393 · Tulsa, OK
  IA RegisteredBroker
• Ian Douglas KieferCRD 5577128 · Tulsa, OK
  IA RegisteredBroker
• Andrew Kirk LockeCRD 5543637 · Tulsa, OK
  IA RegisteredBroker
• Jeremy Dean LottCRD 4084998 · Tulsa, OK
  IA RegisteredRegistration inactive
• Michael Paul MazzeiCRD 2023546 · Tulsa, OK
  IA RegisteredRegistration inactive
• John David MooreCRD 2207428 · Tulsa, OK
  IA RegisteredBroker
• Caleb James MazzeiCRD 7577042 · Tulsa, OK
  IA RegisteredBroker
• Jackson Paul MazzeiCRD 7780809 · Tulsa, OK
  IA Registered
• Callum Maurice RaymickCRD 7856078 · Tulsa, OK
  IA Registered
• Derrick Alan SandsCRD 1306131 · Tulsa, OK
  IA RegisteredBroker
• Andrew Kurt SteinmetzCRD 6576691 · Tulsa, OK
  IA RegisteredBroker
• Jeffrey R SmallCRD 4199588 · Tulsa, OK
  IA RegisteredBroker
• Karig Gene StoupCRD 6264089 · Tulsa, OK
  IA RegisteredBroker
• Keith Allen Van DykeCRD 2528570 · Tulsa, OK
  IA RegisteredRegistration inactive
• Dennis Allen ZeimetCRD 4665455 · Tulsa, OK
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.