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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-30-2024
- Office Locations
- 1
Office Locations
About Trestle Wealth Advisory, LLC
Trestle Wealth Advisory, LLC is a Duluth, GA-based RIA providing financial planning, investment planning, and portfolio construction/asset management for retail and institutional clients. The firm invests primarily through public funds and ETFs and also advises across areas such as fixed income, real estate, and socially responsible investing. Clients access accounts via an Envestnet/LoringWard portal, with Schwab and Fidelity supported.
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Asset Classes
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Investment Themes
Investment Vehicles
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Owner & Executives
DAVID MICHAEL JENKINS
Chief Compliance Officer, Managing Member
- CRD
- #6456564
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,107,574 | -- |
| Total | $33,107,574 | -- |
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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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