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TREIBERG WEALTH MANAGEMENT

3573 East Sunrise Drive
Suite 115
Tucson, Arizona 85718
Tel: (520) 232-0505

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About TREIBERG WEALTH MANAGEMENT

TREIBERG WEALTH MANAGEMENT, formally registered with the SEC as TREIBERG WEALTH MANAGEMENT. The firm was established in 05/30/2019. They have over 1 offices throughout the country.

TREIBERG WEALTH MANAGEMENT is a Tucson, Arizona based Financial Planning firm with nearly $225,796,680 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284140
SEC#801-116731
Assets Managed by Firm$225,796,680
No. of Clients609
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total609$225,796,680
Individuals (other than high net worth individuals)116$35,592,140
High net worth individuals124$188,812,260
Pension and profit sharing plans1$686,880
Corporations or other businesses1$705,400

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