# TRINITY WEALTH ADVISORS, L.L.C.

TRINITY WEALTH ADVISORS, L.L.C. of ST. LOUIS, MO is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 109452
- Type: SEC-registered investment adviser
- SEC file number: 801-55428
- Location: 132 W WASHINGTON AVE SUITE 200, ST. LOUIS, MO, 63122
- Phone: 314-966-0033
- Latest filing: 2026-03-25
- Regulatory AUM: $281.5M
- Discretionary AUM: $230.7M
- Non-discretionary AUM: $50.9M
- Clients: 8
- Accounts: 540

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| James Edward Matush | CEO/COO/PARTNER | — |
| James Barry Evens | PARTNER | — |
| Alan Mcmullen Smith | CHIEF COMPLIANCE OFFICER | — |
| Eric Paul Steiner | MANAGING DIRECTOR | — |
| STEINER JAMES PAUL | MANAGING DIRECTOR; MANAGING PARTNER | — |
| HUMES BRIAN KEITH | OWNER | — |
| BARRINGTON JAY P | OWNER | — |
| SCHMITTGENS GREGORY WILIAM | OWNER | — |
| MATUSH JAMES EDWARD | CEO/COO/PARTNER; CEO/PARTNER; OWNER AND PRESIDENT (+1 more) | — |
| GRADY THOMAS JOSEPH | CHIEF COMPLIANCE OFFICER; PARTNER/CCO; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| SMITH ALAN MCMULLEN | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| EVENS JAMES BARRY | PARTNER | — |
| GRANT DOUGLAS ROBERT | PARTNER/PASSIVE | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2001-04-20 | regulatory | WE WERE NOTIFIED BY STATE OF FAILURE TO SUBMIT A STATE NOTICE FILING EVEN THOUGH THE FIRM IS UNDER SEC REGULATION. UPON OUR REVIEW OF THE INITIAL SETUP OF OUR INVESTMENT ADVISORY FIRM (OCT 1997) BY OUR ATTORNEYS, WE HAD FOUND THE ATTORNEYS FAILED TO COMPLETE A NOTICE FILING WITH THE STATE. | Final | $4K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109452/similar
- Related entities: https://search.stillhousedata.com/firm/109452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109452

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.