Unclaimed Profile

Stephanie Lynn West

TRUEDGE ASSET MANAGEMENT LLC·CARMEL, Indiana

SIE, Series 7, Series 24, Series 63, Series 662 years registeredTRUEDGE ASSET MANAGEMENT LLC

484 EAST CARMEL DRIVE, CARMEL, IN 46032CRD# 6151646Firm CRD# 323442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Lynn West · CARMEL, IN

Registration

CRD #6151646 · TRUEDGE ASSET MANAGEMENT LLC · 2 years registered

Brand Profile

Not yet started

Career History

TRUEDGE ASSET MANAGEMENT LLC

Nov 2024 – present

ALPHA BETA GAMMA WEALTH MANAGEMENT

Sep 2023 – Jul 2025

Indianapolis, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 5, 2023

Years registered · 2

Disclosure History

2016Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRUEDGE ASSET MANAGEMENT LLC

CRD 323442 · SEC 801-127556

AUM

$281K

Regulatory assets under management

Employees

2 client accounts

Services offered by TRUEDGE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TRUEDGE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Stephanie Lynn West offer?

Stephanie Lynn West specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.

What are Stephanie Lynn West's credentials?

Stephanie Lynn West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Lynn West located?

Stephanie Lynn West is based in CARMEL, Indiana, working with TRUEDGE ASSET MANAGEMENT LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Stephanie Lynn West charge for services?

Stephanie Lynn West's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEDGE ASSET MANAGEMENT LLC?

TRUEDGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $281K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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