Trek Wealth Planning

RIASEC Registered

Total AUM

$23.9M

Discretionary

$23.9M

100% of AUM

Avg account

$129K

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: Columbia, Missouri
CRD number: 307671
Website: www.trekwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.73%
Individuals36.06%
Charitable Organizations0.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Trek Wealth Planning is an independent, individual-owned RIA that serves primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects other advisers on behalf of clients. It operates as a capital allocator and charges fees on a percentage-of-AUM basis as well as offering hourly and fixed-fee arrangements. Trek is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.