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TRES WEALTH MANAGEMENT GROUP, LLC
CRD 285908
15302 CENTRAL AVE, CHINO, CA, 91710, United States
Phone
909-860-1975
Fax
909-860-2211
Registration
— (—)
Source
State registered
Total AUM
$65.0M
Discretionary AUM
$65.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $32.0M |
| High net worth individuals | 16 | $31.6M |
| Corporations/business entities | 12 | $1.4M |
Official SEC filing: View on IAPD