# IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 118358
- Type: SEC-registered investment adviser
- SEC file number: 801-67945
- Location: 27132 PASEO ESPADA, SAN JUAN CAPISTRANO, CA, 92675
- Phone: 866-927-5250
- Latest filing: 2026-03-27
- Regulatory AUM: $62.8M
- Discretionary AUM: $59.9M
- Non-discretionary AUM: $2.8M
- Clients: 1
- Accounts: 45

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WRIGHT KELLEY RAY | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MINNEY MICHAEL THOMAS | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118358/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118358/similar
- Related entities: https://search.stillhousedata.com/firm/118358/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118358

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.