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Building 2TRINITY STRATEGIC WEALTH

Map pinTULSA, OK
Phone918-492-2150
NotebookSEC #801-134209
Total AUM
$1.5B
Employees
27
Clients
1,763

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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