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TREK FINANCIAL
TREK FINANCIAL, LLC
CRD 109376 · SEC 801-58087
8355 EAST HARTFORD DRIVE, SUITE 105, SCOTTSDALE, AZ, 85255, United States
Phone
(480) 483-1510
Fax
(480) 483-9318
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.82B
Discretionary AUM
$2.82B
Team
55 total employees; 55 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3869 | $932.1M |
| High net worth individuals | 670 | $1.51B |
| Pension/profit sharing plans | 114 | $196.4M |
| Charitable organizations | 11 | $80.1M |
| Corporations/business entities | 24 | $106.8M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://captainfp.com
- https://simmonsfp.com
- https://trekplans.com
- https://www.facebook.com/StateraWealth/
- https://www.facebook.com/empoweredfinancialmanagement
- https://hydefg.com
- https://www.linkedin.com/company/10206300/
- https://www.facebook.com/bulwarkcapital
- https://www.linkedin.com/company/empoweredfinancialmanagement/
- https://www.facebook.com/trekFinancial/
- https://www.facebook.com/DetrayInvest
- https://www.facebook.com/JohnWalkerFinancialConsultant
- https://www.linkedin.com/company/bulwark-capital-management/
- https://www.linkedin.com/company/10887328/
- https://www.facebook.com/JohnWalkerFinancialConsultant
- HTTPS://WWW.BCJFINANCIAL.COM
- https://planyourtrek.com
- HTTPS://WWW.BCJCAPITAL.COM
- https://empoweredfm.com
- https://www.facebook.com/BCJFinancialGroup/
- https://omniavelis.com
- https://wheatley.trekfinancial.com/
- https://staterawealth.com
- http://sfsplanning.com
- https://trekfinancialplan.com/
- https://bulwarkcapitalmgmt.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BCJ-FINANCIAL-GROUP/
- https://trekfinancial.com
- https://trekclients.com
- https://trekadvisors.com
- https://detray.trekfinancial.com/
- https://trekinvestmentfiduciary.com
- https://trekrm.com/
- https://johnwalkerfinancial.com
- https://prismfc.com
- https://trekinsights.com
- https://trekwealthadvisors.com
- https://bluelinefp.com
- https://trekwealthmanagement.com
- https://www.linkedin.com/company/28169158/
- https://trekfp.com
- https://www.linkedin.com/company/16190874/
Official SEC filing: View on IAPD