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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management. While it does not engage in active ESG investing or serve as a capital allocator, Trident Wealth Management is dedicated to managing investment portfolios tailored to the unique needs of its clients.
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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