$5.6M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2007
- Office Locations
- 1
Office Locations
9777 N. 91st Street Suite C-103 Scottsdale AZ
About Trident Wealth Management, LLC
Trident Wealth Management, LLC is a Scottsdale, AZ RIA with a client-first approach, providing asset management, portfolio construction, asset allocation, and estate planning support for retail clients, including entrepreneurs. Its managed accounts are heavily ETF-based, and it custodies with Charles Schwab.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$313.5K AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANTON L. JANIK, SR. SR.
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #257274
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,766,416 | -- |
| Non-Discretionary | $1,876,418 | -- |
| Total | $5,642,834 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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