$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2020
- Office Locations
- 1
Office Locations
910 E Broadway Suite 200 Columbia MO
About Trek Wealth Planning
Trek Wealth Planning is a fee-only fiduciary RIA based in Columbia, MO serving families nationwide. The firm provides comprehensive financial planning with an emphasis on tax-smart strategies and retirement-focused investment recommendations aligned to each client’s risk tolerance and time horizon. Founded by Jordan Nietzel (CFA, CFP), the practice uses custodians including Schwab and Altruist.
Team overview
32 AVG AGE
$23.9M AVG AUM / ADVISOR
$532.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JORDAN NIETZEL
Chief Compliance Officer, Financial Planner
- CRD
- #6488542
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,940,424 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,940,424 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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