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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 $194,438,857 assets under management, offering retirement planning & investment advisory services to 590 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$194,438,857
No. of Clients590
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total590$194,438,857
Individuals (other than high net worth individuals)104$38,274,283
High net worth individuals114$155,688,462
Pension and profit sharing plans1$476,112

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