Trust Investment Advisors Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trust Investment Advisors Wealth Management, LLC serves individual and high‑net‑worth clients, families, business owners, charitable organizations, private foundations, brokerage customers, and other professional advisors, offering portfolio management, investment consulting, and related financial planning services such as retirement, estate, insurance analysis, and charitable giving. Like many peers, the firm charges asset‑based advisory fees and provides ongoing portfolio management for individual accounts.
The firm primarily delivers advice on a non‑discretionary basis, relying chiefly on fundamental analysis with technical and qualitative supplements, while emphasizing tax‑aware portfolio decisions and regular reviews at least quarterly. It also offers model portfolios and may direct clients to an affiliated adviser’s discretionary model portfolio program when a fully discretionary solution is appropriate.
Distinctive features include a formal affiliation with another registered investment adviser that manages discretionary models on the firm’s behalf and ongoing relationships with brokerage clients who provide written consent to receive the firm’s services. Although the firm’s core billing is fee‑based AUM, the brochure discloses that some representatives hold insurance licenses and that insurance commissions or other non‑advisory compensation may occur in certain situations, a combination that is less common among comparable supported firms.
Client services
Expertise
Occupation focus
Fee options
Occasional project work charged as one-time fixed fee agreed upon separately.
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually 3rd Party Accounts (including covered call options)+: 0.50% annually
Commission-based portfolios available for brokerage clients with written consent.
Fee-only: Fee based on assets under management billed monthly in arrears according to tiered schedule; additional fees for options strategies as described.
Main office
301 Pennsylvania Parkway, Suite 301
Indianapolis IN 46280, United States
Offices (1)
Most active in
Illinois · Indiana
Also doing business as
Tia Wealth Management · Tia Wm · Trust Investment Advisors Wealth Management · Trust Investment Advisors Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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