Treiberg Wealth Management, Inc.
● SEC registered since 2019CRD 284140SEC# 801-116731Tucson, AZ
Reg. AUM
$325.1M
Employees
6
Accounts
706
Location
Tucson, AZ
Treiberg Wealth Management, Inc. assets under management
Treiberg Wealth Management, Inc. is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2019. It reports $325.1 million in regulatory assets under management and employs 6 people.
Treiberg Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lee Treiberg Control | President / Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Treiberg Wealth Management, Inc. manage?
Treiberg Wealth Management, Inc. reports $325.1 million in regulatory assets under management on its Form ADV.
How many employees does Treiberg Wealth Management, Inc. have?
Treiberg Wealth Management, Inc. reports 6 employees.
Where is Treiberg Wealth Management, Inc. located?
Treiberg Wealth Management, Inc. is based in Tucson, AZ and has been SEC-registered since 2019.
Does Treiberg Wealth Management, Inc. disclose fund performance?
Treiberg Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3573 East Sunrise Drive, Suite 115, Tucson, AZ 85718 |
| Phone | (520) 232-0505 |
| Fax | (520) 232-0506 |
| Office hours | 8:00 - 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$325.1M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$325.1Mregulatory AUM
Discretionary $325.1M