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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2021
- Office Locations
- 1
Office Locations
About Trella Wealth
Trella Wealth is a fee-only RIA providing comprehensive financial planning and ongoing retirement-focused advice for busy families and retirees. The firm delivers in-depth plan reviews, long-term retirement projections, tax-efficient strategies, and investment planning, with semi-annual plan check-ins as life changes. Led by CFP professional PJ Gibbs (formerly with a regional RIA) and affiliated with XY Planning Network and NAPFA; portfolios are primarily ETF-based and custodied on platforms such as Schwab/Altruist.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIP LYNN GIBBS
Advisor, Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6455252
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,222,406 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,222,406 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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