Michael Timmy Tran

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 10/2023 → 04/2026
  Portfolio Medics
  Bonita Springs, FL
• 06/2019 → 05/2024
  Lifepro Financial Services
  San Diego, CA
• 04/2014 → Present
  Soluteks Inc
  Westminster, CA
• 04/2026 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2023-10-09 → 2026-04-28
  Portfolio Medics, Llc
  Bonita Springs, FL
  Westminster, CA

Other Businesses

Mr. Tran has the following Outside Business Activities: He is an insurance agent through Soluteks, Inc., where he devotes approximately 20 hours per week during both market and non-market hours. In this role, he sells insurance products, including annuities and life insurance. He is also a software consultant for Soluteks, Inc., providing software solutions to existing and prospective clients, and spends approximately 3 hours per week on this activity during both market and non-market hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-14