Trinity Wealth Advisors
Investment Management • 
Kirkwood, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | Kirkwood, Missouri, United States |
| Phone number | +13149660033 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Investment Strategies, Life Wealth Planning |
| Founded | 1997 |
| Employees | 1-10 |
| Socials |
Key Contact at Trinity Wealth Advisors
Eric P. Steiner
Managing Director
Trinity Wealth Advisors Email Formats
Trinity Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@trinitywealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trinitywealth.com | 80% |
{first name}{last name} | johndoe@trinitywealth.com | 20% |
About Trinity Wealth Advisors
Our Mission We help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies that enable you to grow and steward your assets in alignment with your values. OUR STORY: A deeper calling for wealth management Our founder, Jim Matush, has always said the primary purpose of Trinity Wealth Advisors is to make a significant and tangible difference in the lives of the families we serve. Jim started Trinity in 1997 after serving for nearly two decades in the typical financial and wealth management world. Together with partners Jim Evens, Eric Steiner and Alan Smith, a different kind of wealth advisory was created, shifting away from the allure of growing a business just for size and money to building a firm that aligned Trinity’s success with that of our clients. Trinity was built to serve a true client family – applying the most sophisticated investment consulting and wealth management strategies while helping clients realize their wealth is a means to a greater end. Since then, Trinity has grown to become one of the St. Louis area’s leading wealth advisors in meeting the specialized needs of financially established families.
Trinity Wealth Advisors revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $2,099,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Trinity Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Trinity Wealth Advisors has never raised funding before.
Trinity Wealth Advisors Tech Stack
Discover the technologies and tools that power Trinity Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Canada
Netherlands
United Kingdom
Germany
Frequently asked questions
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