$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
1 Employees
153 ADV. Clients
9 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-2017
- Office Locations
- 2
Office Locations
15302 Central AVE Chino CA
-- Cave Creek AZ
About Tres Wealth Management Group, LLC
Tres Wealth Management Group, LLC is a Chino-based RIA with 2 offices. The firm has been operating for 9 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$424.8K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT ERIC KALTER
Chief Compliance Officer, Owner
- CRD
- #1559796
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Johannes Bremicker
--
- CRD
- #8152820
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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