Trek Wealth Planning

Overview

Trek Wealth Planning operates as a limited liability company and is registered as an independent registered investment adviser. The firm serves individual and family clients and bills through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers — the firm identifies itself as a capital allocator, meaning it places client assets with external managers when appropriate. The data indicate Trek Wealth Planning is not an active ESG investor, does not operate as a multi‑state adviser, and does not function as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives