3573 East Sunrise Drive
Suite 115
Tucson, Arizona 85718
Tel: (520) 232-0505
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284140 |
SEC# | 801-116731 |
Assets Managed by Firm | $225,796,680 |
No. of Clients | 609 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 609 | $225,796,680 |
Individuals (other than high net worth individuals) | 116 | $35,592,140 |
High net worth individuals | 124 | $188,812,260 |
Pension and profit sharing plans | 1 | $686,880 |
Corporations or other businesses | 1 | $705,400 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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