Zachary Thorne Taylor

Employer firm

Trica Wealth Planning, LLC CRD 341055

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 09/2018
  University Of Utah, Byu-Idaho, Syracuse High
  Clearfield, UT
• 04/2019 → 03/2020
  Brigham Young University - Idaho
  Rexburg, ID
• 09/2018 → 04/2019
  America First Credit Union
  Clearfield, UT
• 03/2020 → 08/2021
  Arista Wealth Management
  Las Vegas, NV
• 03/2025 → Present
  West Ridge Advisors
  Henderson, NV
• 08/2021 → 01/2022
  Graduate Student
  Salt Lake City, UT
• 02/2026 → Present
  Trica Wealth Planning
  Las Vegas, NV
• 01/2022 → 03/2025
  Arista Wealth Management
  Las Vegas, NV

Previous Registrations

• 2025-03-11 → 2026-04-08
  West Ridge Advisors
  Henderson, NV
• 2022-01-24 → 2025-03-20
  Arista Wealth Management, Llc
  Las Vegas, NV
• 2020-06-24 → 2021-08-02
  Arista Wealth Management, Llc
  Las Vegas, NV

Other Businesses

-Independent licensed insurance agent

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-24
• S65 Uniform Investment Adviser Law Examination
  2020-05-28

Designations

• Certified Financial Planner

Other Names

• Taylor Thorne Zachary