RIA Intel›Advisers›Arizona›TRONDHEIM CAPITAL, LLC

TRONDHEIM CAPITAL, LLC

Advisory

AZ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in AZ

#326

of 387 advisers by AUM

Average account

$12M

across 6 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

1 clients

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

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Advisers of similar size in AZ

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

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

$71M

$71M

MONTOYA WEALTH MANAGEMENT GROUP LLC

$72M

IVES ASSET MANAGEMENT INC

$69M

RADIX WEALTH LLC

$73M

ARMA FINANCIAL SERVICES, INC.

$69M

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