# Tetrant Financial

> Tetrant Financial is a state-registered investment advisory firm in Gilbert, AZ, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 19, 2022.

- CRD: 150985
- Filed as: TETRANT FINANCIAL
- Legal name: Tetrant Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: December 19, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150985
- AdvisorCensus page: https://advisorcensus.com/firm/tetrant-financial-gilbert-az-150985

## Quick answers

**How is Tetrant Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Tetrant Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Tetrant Financial located?**
Tetrant Financial's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Tetrant Financial registered with the SEC or a state?**
Tetrant Financial is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150985.

**How much does Tetrant Financial manage?**
Tetrant Financial reports $4,473,789 in regulatory assets under management in its Form ADV filing dated December 19, 2022 (100% discretionary).

**What types of clients does Tetrant Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39).

**Does Tetrant Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150985

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,473,789
- Discretionary: $4,473,789
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $4,473,789 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tetrant.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tetrant Financial (CRD 150985): Form ADV filing data as of October 2026.
