IQ Trends Private Client Asset Management

Overview

IQ Trends Private Client Asset Management is a state registered investment adviser based in San Juan Capistrano, CA, registered since 2012. It reports $62.8M in assets under management across 45 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$62.8M

Discretionary

95%

Accounts

45

Average account

$1.4M

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Advisory reps 1 of 1

• Kelley Ray Wright Investment Adviser Rep CRD 1356322

Location

Headquarters

27132 Paseo Espada Ste B1222
San Juan Capistrano, CA 92675

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: iqtrends.com/asset_management.php

Every state, with registration dates

Similar firms near San Juan Capistrano

• Triton Pacific Healthcare Partners, LLCSan Juan Capistrano, CA$38M AUM
• Optivest, Inc.San Juan Capistrano, CA$319M AUM
• Miller Financial Services, Inc.San Juan Capistrano, CA$127M AUM
• CdfinancialSan Juan Capistrano, CA$99.7M AUM
• Doll Capital Advisors IncorporatedSan Juan Capistrano, CA$76M AUM