Trident Wealth Management, LLC
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About
Trident Wealth Management is a fee-only registered investment adviser that provides ongoing portfolio management and investment advice to a range of clients including individuals, trusts, corporations, pension plans, endowments, foundations, charitable organizations and Arizona-licensed fiduciaries. The firm delivers AUM-based advisory services and manages accounts on a discretionary basis, with written investment management agreements governing each relationship.
The firm’s investment process is tailored to client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar-cost averaging, technical analysis and both long- and short-term strategies; institutional-quality sub-managers may be selected where appropriate. Client accounts are monitored with regular communications, a general review roughly twice monthly and more detailed reviews at least quarterly, and clients receive quarterly performance reporting versus benchmark metrics.
What distinguishes the firm is a specific practice focus on managing accounts for severely disabled individuals administered by court-appointed Arizona Licensed Fiduciaries, including flexibility to waive standard account minimums or adjust fees for such fiduciary cases. Operationally, the firm discloses that it does not participate in soft-dollar arrangements, generally recommends a single custodian and does not aggregate client trades into block orders, practices that can affect execution and commission outcomes compared with many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.50% annually (0.375% per quarter) $5,000,001 - $10,000,000: 1.00% annually (0.25% per quarter)
Account minimum: $100,000 Fee-only: Fee-only basis, no commissions
Main office
9777 N. 91st Street, Suite C 103
Scottsdale AZ 85258
Advisors at this office
1
Most active in
Arizona
Also doing business as
Anton L. Janik, Sr. · Janik, Sr., Anton Leo · Trident Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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