RIA Intel›Advisers›Arizona›TRIDENT WEALTH MANAGEMENT, LLC

TRIDENT WEALTH MANAGEMENT, LLC

Advisory

SCOTTSDALE, AZ

Data as of Jan 22, 2025 · Source: SEC Form ADV

Average account

$256K

across 22 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2025.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$4M

Non-Discretionary AUM$2M

Discretionary %66.7%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

SEDONA ASSET MANAGEMENT SERVICES, LLC

$6M

SIX SIGMA WEALTH ADVISORS, LLC

$6M

BLK FINANCIAL ADVISORS, LLC

$5M

EAGLE SPIRIT INVESTMENTS CONSULTING, INC.

$6M

KEATS CONNELLY AND ASSOCIATES INC.

$6M

BRAD JOHN BECKER

$6M

Get the full picture on TRIDENT WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TRIDENT WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans