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TREIBERG WEALTH MANAGEMENT
TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140 · SEC 801-116731
3573 EAST SUNRISE DRIVE, SUITE 115, TUCSON, AZ, 85718, United States
Phone
(520) 232-0505
Fax
(520) 232-0506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$325.1M
Discretionary AUM
$325.1M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $39.2M |
| High net worth individuals | 151 | $283.8M |
| Pension/profit sharing plans | 3 | $1.2M |
| Corporations/business entities | 1 | $906K |
States served
AZ, CA, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD