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TRESTLE WEALTH ADVISORY, LLC
CRD 329077
3470 MCCLURE BRIDGE RD, #2322, DULUTH, GA, 30096, United States
Phone
(404) 905-6576
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$33.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $17.3M |
| High net worth individuals | 7 | $15.7M |
| Charitable organizations | 1 | $54K |
All web addresses on file
Official SEC filing: View on IAPD