Treiberg Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$325,106,572
Total clients
270
56% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
90
Average account size
$1,204,098
About
Treiberg Wealth Management provides discretionary asset management, financial planning, and hourly consulting to individuals — including high-net-worth clients — as well as small businesses, estates, and other institutional clients. The firm also delivers brokerage-related services through LPL Financial and supports both wrap-fee and non-wrap custodial account structures.
Portfolios are customized to clients’ objectives and risk tolerances, with regular reviews and rebalancing, and the firm generally manages accounts on a discretionary basis. Treiberg works with each client to determine whether the Strategic Wealth Management (SWM) custodial platform should be used in a wrap or non-wrap arrangement based on anticipated trading activity and account size.
The firm is notable for sponsoring and acting as portfolio manager for a wrap-fee program, a capability that is uncommon among peers and consolidates advisory and transaction services under a single fee arrangement. Treiberg also discloses use of artificial intelligence for real-time note-taking and data insights under human oversight, and it oversees roughly $325 million in discretionary assets across a three-advisor team serving about 270 client relationships.
Client services
Expertise
Fee options
Fixed fees for financial planning between $250 to $5,000
$0 - $5,000,000+: 2.0% maximum
Investment advisor representatives may receive commissions for sales of securities or investment products as registered representatives of LPL Financial
Hourly consulting fees generally range from $150 to $250, may exceed $250 based on complexity
Fee-only: Financial planning fees between $150 to $5,000 based on complexity; hourly consulting fees $150 to $250+ per hour; fixed fees $250 to $5,000 for financial planning
Main office location
Treiberg Wealth Management
3573 East Sunrise Drive, Suite 115
Tucson AZ 85718, United States
Number of offices
1
Most active in
Arizona · California · Florida · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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