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Trenton Maher

Some features on this profile are disabled
CRD#: 7899319
TM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Trenton Maher was a registered financial professional .

Trenton is a previously registered financial professional and started their career in finance in 2024. Trenton had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 13, 2024 - January 8, 2026

KWB WEALTH

RIA
CRD#: 300921
REDLANDS, CA
Past

October 25, 2024 - November 14, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
REDLANDS, CA
Past

September 10, 2024 - December 24, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
REDLANDS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KWB WEALTH
KWB WEALTH

CRD#: 300921 / SEC#: 801-118740

RIA
Registered Investment Advisory firm - (5/15/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2024
Securities Industry Essentials Examination

Current Firm

KW
KWB WEALTH
KWB WEALTH

CRD#: 300921 / SEC#: 801-118740

RIA
Registered Investment Advisory firm - (5/15/2020 Approved)
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Contact information

Main Address
1782 Orange Tree Lane, Redlands, CA 92374
Mailing Address
Phone number
(909) 307-8220
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/11/2026)

Regulatory assets under management

Total Number of Accounts3,280
AUM (Assets Under Management)$ 1,234,634,396

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KWB WEALTH

CRD#: 300921

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