# Treiberg Wealth Management

> Treiberg Wealth Management is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 284140
- Filed as: TREIBERG WEALTH MANAGEMENT
- Legal name: Treiberg Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284140
- AdvisorCensus page: https://advisorcensus.com/firm/treiberg-wealth-management-tucson-az-284140

## Quick answers

**How is Treiberg Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Treiberg Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Treiberg Wealth Management located?**
Treiberg Wealth Management's principal office is in Tucson, AZ, according to its Form ADV.

**Is Treiberg Wealth Management registered with the SEC or a state?**
Treiberg Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284140.

**How much does Treiberg Wealth Management manage?**
Treiberg Wealth Management reports $325,106,572 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Treiberg Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Treiberg Wealth Management: Regulatory assets under management: $157,798,780 in the October 2021 data and $325,106,572 in the October 2026 data, up 106%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Treiberg Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (151); individuals (other than high net worth individuals) (119); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Treiberg Wealth Management use?**
Treiberg Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Treiberg Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284140

**Does Treiberg Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "There is generally no minimum account value required to open a SWM account."

**What changed in Treiberg Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $262,032,411 to $325,106,572 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> There is generally no minimum account value required to open a SWM account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $325,106,572
- Discretionary: $325,106,572
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $39,223,792 |
| High net worth individuals | 151 | $283,803,683 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,172,801 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $906,296 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- treibergwealth.com
- treibergwealth.com/blog
- Facebook @TREIBERGWEALTH
- LinkedIn @MICHAEL-TREIBERG-22650A24
- LinkedIn @devin-welch-a5ab515

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,798,780 | 6 | July 8, 2021 |
| October 2022 | $200,309,580 | 6 | September 20, 2022 |
| October 2023 | $194,438,857 | 6 | April 26, 2023 |
| October 2024 | $225,796,680 | 6 | February 27, 2024 |
| October 2025 | $262,032,411 | 6 | March 30, 2025 |
| October 2026 | $325,106,572 | 6 | February 27, 2026 |

Regulatory assets under management: $157,798,780 in the October 2021 data and $325,106,572 in the October 2026 data, up 106%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $262,032,411 to $325,106,572 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treiberg Wealth Management (CRD 284140): Form ADV filing data as of October 2026.