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TRIDENT WEALTH MANAGEMENT, LLC
CRD 142636
9777 N. 91ST STREET, SUITE C-103, SCOTTSDALE, AZ, 85258, United States
Phone
480-346-1333
Fax
480-383-6995
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$3.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-01-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD