Trevor Lalisan (CRD# 7640915) is an Investment Advisor Representative working at Von Adelung Wealth Management in Montrose, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Von Adelung Wealth Management | Montrose, CA | Sep 2022 - Current | 1 |
| Blacktable Execs | Altadena, CA | Jan 2022 - Sep 2022 | < 1 |
| Church Of Scientology International | Los Angeles, CA | Jan 2019 - Dec 2021 | 2 |
| Church Of Scientology Of Pasadena | Pasadena, CA | Jan 2016 - Jan 2019 | 3 |
| School | Lake View Terrace, CA | Jan 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- FL
- OR
- TN
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts841ACCOUNTS
-
Average Account Value$74,712
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NE, OH, OR, TN, WI
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