Trestle Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,107,574
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$624,671
About
Trestle Wealth Advisory, LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm also offers periodic educational seminars at no charge to attendees and provides written Investment Policy Statements for clients.
Trestle documents client goals and risk tolerance and applies modern portfolio theory to construct and monitor portfolios, using long‑term trading and, when applicable, margin transactions. The firm implements strategies on a non‑discretionary basis, typically recommending Focus Partners Advisor Solutions, LLC for account administration and implementation and requiring clients to custody assets at Schwab Institutional.
Compared with peers, Trestle is notable for reporting $33,107,574 in non‑discretionary assets and no discretionary AUM as of December 2025, a structure that is uncommon among independent advisers. It also explicitly accepts charitable organization clients and regularly conducts no‑charge educational workshops, while relying on third‑party platforms for administrative, allocation analysis, and trade processing rather than exercising discretionary trading authority.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.20% $5,000,001+: 1.05%
$300 per hour for financial planning services
Main office location
Trestle Wealth Advisory, LLC
3470 Mcclure Bridge Rd, #2322
Duluth GA 30096, United States
Number of offices
2
Most active in
Trestle Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(404) 905-6576
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