TREIBERG WEALTH MANAGEMENT

Overview

Treiberg Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2019. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage of assets under management, hourly charges and fixed-fee arrangements, which supports both ongoing investment management relationships and one-off planning engagements. On the investment side, Treiberg tilts toward pooled public vehicles, with the largest single category being public mutual funds. The firm does not operate as a capital allocator or run proprietary funds; instead it sources external managers and products to build client portfolios. Treiberg is not positioned as an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Investments & Alternatives

Location & Offices