This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUEDGE ASSET MANAGEMENT LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Apr 22, 2022

First registration

Sep 5, 2023

Dual registered

no

Other names

STEPHANIE LYNN WEST|STEPHANIE LYNN SMITH

IAPD individual key

6151646

• Occurred

  Jul 8, 2025
  Advisor changed firm

  Stephanie Lynn West left Alpha Beta Gamma Wealth Management for Truedge Asset Management Llc (registered 2024-11-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a77baf7-67f3-0c98-429f-b4bf27d3fb7d

First observed

Sep 5, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.