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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-1997
- Office Locations
- 41
Office Locations
About Trek Financial
Trek Financial is an independent, fiduciary advisory firm focused on goals-based financial and wealth planning, including retirement, estate and charitable planning and insurance needs. The firm works with individuals and families such as business owners, entrepreneurs and retirees, building diversified portfolios using ETFs and mutual funds (with select alternatives and fixed income). Custody relationships include Charles Schwab and TD Ameritrade.
Reported data analysis
What the numbers show
Between November 25, 2025 and July 10, 2026, reported AUM increased 13.3%, from $2.5B to $2.8B.
Across 5 reported observations, AUM increased 63.0% between November 14, 2022 and July 10, 2026, from $1.7B to $2.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 55 advisory representatives and 4,688 clients, or 85.2 clients per representative. That equates to $602.5K in reported AUM per client.
The profile lists 41 reported office locations and 29 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Trek Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN MICHAEL YOUNG
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
BENJAMIN RYAN BIMSON
Advisor, Chief Investment Officer
- CRD
- #4835074
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ALEXANDRA LARAY ABRAHAM
Financial Advisor
- CRD
- #5844292
ZACHARY Kye ABRAHAM
Chief Investment Officer, Principal
- CRD
- #5595930
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,824,296,229 | $262,286 |
| Non-Discretionary | $0 | -- |
| Total | $2,824,296,229 | $262,286 |
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Separately Managed Accounts
SMA allocation detail is available
Trek Financial has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Trek Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.