TRESTLE WEALTH ADVISORY, LLC

Overview

Trestle Wealth Advisory, LLC is an independent, owner-operated registered investment adviser that serves both individual and institutional clients. The firm runs a fee model that blends asset-based fees with hourly advisory charges, and its services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education. Investment activity is tilted toward publicly available pooled vehicles—primarily mutual funds and similar public funds—which the firm uses as the backbone of client portfolios. Trestle also acts as a capital allocator for clients who seek exposure to private market strategies; that allocation role is handled through third‑party fund managers rather than in-house private equity underwriting. Nearly all of the firm’s assets are managed on a non‑discretionary basis, signaling an advice-first relationship where clients retain final trading authority. That structure aligns with the firm’s hourly charging option and its emphasis on planning and adviser-assisted implementation rather than purely delegated portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices