Trivera Wealth Management, LLC: applying for SEC registration, Tucson, AZ
Trivera Wealth Management, LLC (Tucson, Arizona): applying for SEC registration, Tucson, AZ. Dated 70 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Trivera Wealth Management, LLC |
| Legal name | Trivera Wealth Management, LLC |
| CRD | 343450 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-08-26 |
| Latest Form ADV filing | 2026-08-12 |
| Location | Tucson, AZ, United States |
| Employees | 1 |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-26
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Trivera Wealth Management, LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Trivera Wealth Management, LLC in Tucson, Arizona?
Trivera Wealth Management, LLC applied for SEC registration as an investment adviser (2026-08-26), based in Tucson, AZ.
How does Trivera Wealth Management, LLC compare to other Arizona NewRiaPulse records?
It is 70 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
Trivera Wealth Management, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Trivera Wealth Management, LLC | Tucson, AZ | 2026-08-26 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.