A
CRD: 338071
Arizona Wealth Strategies LLC
Show LOW, AZ
5205986629
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2025
- Office Locations
- 1
Office Locations
-- Show LOW AZ
About Arizona Wealth Strategies LLC
Arizona Wealth Strategies LLC is a Show LOW-based RIA. The firm has been operating for 0 years. Managing $19.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$457.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Ridge capital Prime
Client Personas
Delta
Investment Themes
Wave fusion
Investment Vehicles
Timber
Services
Timber insight
Owner & Executives
T
Troy Short
Chief Compliance Officer, Managing Member
- CRD
- #7768209
- Ownership
- 75% or more
(849) 586-1825
ember.legacy@deltacapital.com
in linkedin.com/in/wave-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,200,000
Equity - Exchange:
31.9% Equity - OTC:
22.6% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,355,322,943 | 31.9% |
| Equity - OTC | $960,197,445 | 22.6% |
| Cash | $1,933,140,875 | 45.5% |
| Total | $4,248,661,263 | 100.0% |