Trident Wealth Management, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 142636
- Website
- www.twmaz.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.77%
- Individuals27.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Trident Wealth Management, LLC is a small, privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and serves individual and family households rather than institutional investors. FINTRX flags Trident as neither a multi-state adviser nor an active ESG investor; it is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Anton Janik, Sr.
Founder and PresidentCRD 257274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 9777 N 91st St
- Time zone
- MT (UTC-7)
- Office locations
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