TRIVERA WEALTH MANAGEMENT, LLC

TRIVERA WEALTH MANAGEMENT, LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 343450).

Registration

• CRD: 343450
• SEC file number: 801-137169
• Type: Registered investment adviser
• Location: 5210 E. WILLIAMS CIRCLE,, TUCSON, AZ, 85711
• Phone: 520-719-1433
• Latest filing: 2026-08-12
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 343450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search