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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2021
- Office Locations
- 1
Office Locations
About TRE API Wealth Management, LLC
Tre Api Wealth Management, LLC provides portfolio management and financial planning focused on preserving and growing families’ wealth for future generations. Services include tax-coordinated investing, asset titling, retirement strategy (Roth vs. traditional), and insurance analysis. The practice emphasizes individual-stock selection with a value discipline, complemented by ETFs, and custody at Charles Schwab.
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Owner & Executives
LOUIS CHARLES BARBERINI
Chief Compliance Officer, Director of Wealth Management, Managing Member
- CRD
- #1241420
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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