Trinity Strategic Wealth
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Trinity Strategic Wealth is a wealth and investment management firm headquartered in Tulsa, Oklahoma, with an office in Enid, that supports clients across 44 states. It serves future retirees, business owners, and corporate leaders and executives.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Trinity Strategic Wealth this business | $1.1M | — |
| Tulsa Wealth Advisors - Raymond James Tulsa | $1.1M | 0.0 mi |
| QUIKTRIP #0045 Tulsa | $1.1M | 0.1 mi |
| Western Union Tulsa | $1.1M | 0.1 mi |
| MoneyGram Tulsa | $1.1M | 0.2 mi |
| Bank7 Tulsa | $1.9M | 0.2 mi |
| Nickey Lee - State Farm Insurance Agent Tulsa | $806K | 0.3 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Trinity Strategic Wealth
Trinity Strategic Wealth is a financial advisors company in Tulsa, Oklahoma, in business since 2023. It is owned by Mike Mazzei (Chairman & CEO). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Trinity Strategic Wealth?
- Trinity Strategic Wealth is owned by Mike Mazzei (Chairman & CEO), according to public sources such as the company's website or filings.
- How much revenue does Trinity Strategic Wealth make?
- SeeBITDA estimates Trinity Strategic Wealth's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Trinity Strategic Wealth worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- When was Trinity Strategic Wealth founded?
- Trinity Strategic Wealth has been in business since 2023.