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Tres Wealth Management Group, LLC

Updated today

Client assets under management

$63,600,000

Clients

141

11% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

71

High

Average account size

$451,064

About

TRES Wealth Management Group provides ongoing portfolio management and pension planning to individuals (including high‑net‑worth clients) and business entities. The firm prepares an individualized Investment Policy Statement for each client and manages diversified portfolios that may include mutual funds, equities, bonds, ETFs, REITs, private placements and insurance products such as annuities.

The firm uses a mix of fundamental, technical, charting and cyclical analysis and implements both longer‑term and shorter‑term trading strategies, documenting risk tolerance and investment objectives in each client’s IPS. Accounts are reviewed at least monthly by the firm’s reviewer, the adviser operates with discretionary authority, and custody is maintained with a third‑party custodian while advisory fees are charged as asset‑based (the firm does not accept performance‑based fees).

Notable for a firm of its size, the principal maintains licensed accounting and insurance activities, creating an affiliation with an accounting practice and the ability to offer commissionable insurance products; the brochure discloses these relationships and describes internal separations and conflict‑of‑interest disclosures to address potential overlaps. The adviser also highlights a small team overseeing roughly $65 million in AUM, no account minimum, and the occasional use of less common investment vehicles (for example private placements and insurance‑based products).

Client services

Portfolio management

Expertise

Wealth management Retirement income strategy Annuities Real estate investing

Fee options

Percentage

$0 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,000 - $1,250,000: 1.25% $1,250,001 - $2,500,000: 1.00% $2,500,001 - No maximum: 0.85%

Main office location

Tres Wealth Management Group, LLC

15302 Central Ave

Chino CA 91710, United States

Number of offices

1

Most active in

California · Nevada

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Johannes B

Series 65

Chino, CA

Tres Wealth Management Group, LLC

Johannes Bremicker is a Series 65-licensed financial advisor at Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA. He has been involved with LMR Lone Mountain Resources since 2020 and previously worked with Abus USA LLC from 2015 to 2020. Outside of his advisory role, he has experience working with local churches, including Hope Bible Church and The Trinity Church. Tres Wealth Management Group is a single-advisor firm serving individuals, high-net-worth clients, and select corporate entities with portfolio management and pension planning. The firm’s investment approach is tailored to each client’s Investment Policy Statement and risk tolerance, utilizing a combination of fundamental, technical, and cyclical analysis to guide asset allocation and trading decisions.

Wealth management Retirement income strategy Annuities Real estate investing
user avatar

Robert K

Series 63, Series 65

Chino, CA

Tres Wealth Management Group, LLC

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Wealth management Retirement income strategy Annuities Real estate investing
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