# Trident Wealth Management, LLC

> Trident Wealth Management, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2025.

- CRD: 142636
- Filed as: TRIDENT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: January 22, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142636
- AdvisorCensus page: https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636

## Quick answers

**How is Trident Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trident Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trident Wealth Management, LLC located?**
Trident Wealth Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Trident Wealth Management, LLC registered with the SEC or a state?**
Trident Wealth Management, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142636.

**How much does Trident Wealth Management, LLC manage?**
Trident Wealth Management, LLC reports $5,642,834 in regulatory assets under management in its Form ADV filing dated January 22, 2025 (67% discretionary).

**What types of clients does Trident Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Trident Wealth Management, LLC 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/142636

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,642,834
- Discretionary: $3,766,416
- Non-discretionary: $1,876,418

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $1,536,592 |
| High net worth individuals | Fewer than 5 | $4,106,242 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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)
- twmaz.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trident Wealth Management, LLC (CRD 142636): Form ADV filing data as of October 2026.