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| Treiberg Wealth Management Inc
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| |
|---|---|
| CRD # | 284140 |
| SEC # | 801-116731 |
| CIK # | |
| AUM | $225.8 MM (2024-02-27) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 520-232-0505 |
| Address | 3573 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 35.6 |
| (b) Individuals (high net worth individuals) | 124 | 188.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 225.8 |
| By Discretionary | ||
| Discretionary | 609 | 225.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 225.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.8 | |
| Total | 609 | 225.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.2 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.2 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.2 |
|
GPM Growth Investors Inc
✚
|
MI | 0.2 |
|
Fortress Planning Group LLC
✚
|
WI | 0.2 |
|
OMC Financial Services Ltd
✚
|
NY | 0.2 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.2 |
|
NVNG Investments Inc
✚
|
MI | 0.2 |
|
Belvoir Wealth Management AG
✚
|
0.2 |