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| Happy Holidays!! thanks for using AUM13F!! |
| Treiberg Wealth Management Inc
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|---|---|
| CRD # | 284140 |
| SEC # | 801-116731 |
| CIK # | |
| AUM | $262.0 M (2025-03-30) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 520-232-0505 |
| Address | 3573 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 37.7 |
| (b) Individuals (high net worth individuals) | 131 | 222.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 262.0 |
| By Discretionary | ||
| Discretionary | 635 | 262.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 635 | 262.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.0 | |
| Total | 635 | 262.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LPFG LLC
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|
OH | 0.3 |
|
Royal Oak Financial Group
✚
|
OH | 0.3 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.3 |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
McAllister Capital Management Corporation
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|
MS | 0.3 |
|
Shaker Financial Services LLC
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|
MD | 0.3 |