TRIDENT WEALTH MANAGEMENT, LLC

TRIDENT WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 142636). Regulatory assets under management: $5.6M.

Registration

• CRD: 142636
• Type: Registered investment adviser
• Location: 9777 N. 91ST STREET, SCOTTSDALE, AZ, 85258
• Phone: 480-346-1333
• Latest filing: 2025-01-22
• Regulatory AUM: $5.6M
• Discretionary AUM: $3.8M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search