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Treiberg Wealth Management, Inc.

● SEC registered since 2019CRD 284140SEC# 801-116731Tucson, AZ
Export (members)
Reg. AUM
$262M
Employees
6
Accounts
635
Location
Tucson, AZ

Treiberg Wealth Management, Inc. assets under management

Treiberg Wealth Management, Inc. is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2019. It reports $262 million in regulatory assets under management and employs 6 people.
www.facebook.com/treibergwealthView on SEC.gov ↗

Treiberg Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Lee Treiberg ControlPresident / Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Treiberg Wealth Management, Inc. manage?

Treiberg Wealth Management, Inc. reports $262 million in regulatory assets under management on its Form ADV.

How many employees does Treiberg Wealth Management, Inc. have?

Treiberg Wealth Management, Inc. reports 6 employees.

Where is Treiberg Wealth Management, Inc. located?

Treiberg Wealth Management, Inc. is based in Tucson, AZ and has been SEC-registered since 2019.

Does Treiberg Wealth Management, Inc. disclose fund performance?

Treiberg Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3573 East Sunrise Drive, Suite 115, Tucson, AZ 85718
Phone(520) 232-0505
Fax(520) 232-0506
Office hours8:00 - 4:30
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262M
Non-discretionary$0
Total (RAUM)$262M