# Trivera Wealth Management, LLC

> Trivera Wealth Management, LLC is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 343450
- Filed as: TRIVERA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343450
- AdvisorCensus page: https://advisorcensus.com/firm/trivera-wealth-management-llc-tucson-az-343450

## Quick answers

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

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

**Is Trivera Wealth Management, LLC registered with the SEC or a state?**
Trivera Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343450.

**How much does Trivera Wealth Management, LLC manage?**
Trivera Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 12, 2026.

**Does Trivera 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 SEC record: https://adviserinfo.sec.gov/firm/summary/343450

**What changed in Trivera Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, NE, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trivera Wealth Management, LLC (CRD 343450): Form ADV filing data as of October 2026.