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TREK WEALTH PLANNING
TREK WEALTH PLANNING, LLC
CRD 307671
910 E BROADWAY, SUITE 200, COLUMBIA, MO, 65201, United States
Phone
5733675577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.9M
Discretionary AUM
$23.9M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $8.6M |
| High net worth individuals | 8 | $15.3M |
All web addresses on file
Official SEC filing: View on IAPD