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| Keyboard |
| Treiberg Wealth Management Inc
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|---|---|
| CRD # | 284140 |
| SEC # | 801-116731 |
| CIK # | |
| AUM | 325.1 M (2026-02-27) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 520-232-0505 |
| Address | 3573 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 39.2 |
| (b) Individuals (high net worth individuals) | 151 | 283.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 325.1 |
| By Discretionary | ||
| Discretionary | 706 | 325.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 706 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.1 | |
| Total | 706 | 325.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Latko Wealth Management Ltd
✚
|
IL | 327.2 M |
|
Avondale Wealth Management LLC
✚
|
TX | 326.7 M |
|
Base Wealth Management LLC
✚
|
FL | 326.3 M |
|
Pack Private Wealth LLC
✚
|
MN | 326.2 M |
|
Schuchard Capital Management Inc
✚
|
325.5 M | |
|
Silver Lake Advisory LLC
✚
|
325.3 M | |
|
DHH Advisors LLC
✚
|
NJ | 324.3 M |
|
Kennicott Capital Management LLC
✚
|
323.9 M | |
|
Smith W B & Co Inc
✚
|
323.6 M | |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 323.2 M |