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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2016
- Office Locations
- 1
Office Locations
About Treiberg Wealth Management
Treiberg Wealth Management is an independent private wealth manager in Tucson, Arizona, providing disciplined investment management and comprehensive planning, including estate strategies and tax planning. The CFP and AIF team serves a select client base, including entrepreneurs, and builds portfolios primarily with ETFs and mutual funds. The firm uses Nitrogen (Riskalyze) risk analytics and custodies with LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL LEE TREIBERG
Chief Compliance Officer, President
- CRD
- #2932321
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN ERIC MATTINGLY
--
- CRD
- #5343116
DEVIN SCOTT WELCH
Financial Advisor
- CRD
- #4008128
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,106,572 | $460,491 |
| Non-Discretionary | $0 | -- |
| Total | $325,106,572 | $460,491 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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