# Trestle Wealth Advisory, LLC

> Trestle Wealth Advisory, LLC is a state-registered investment advisory firm in Duluth, GA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 329077
- Filed as: TRESTLE WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Duluth, GA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329077
- AdvisorCensus page: https://advisorcensus.com/firm/trestle-wealth-advisory-llc-duluth-ga-329077

## Quick answers

**How is Trestle Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trestle Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trestle Wealth Advisory, LLC located?**
Trestle Wealth Advisory, LLC's principal office is in Duluth, GA, according to its Form ADV.

**Is Trestle Wealth Advisory, LLC registered with the SEC or a state?**
Trestle Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329077.

**How much does Trestle Wealth Advisory, LLC manage?**
Trestle Wealth Advisory, LLC reports $33,107,574 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does Trestle Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (7); charitable organizations (1).

**Does Trestle Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329077

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $33,107,574
- Discretionary: $0
- Non-discretionary: $33,107,574

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $17,323,665 |
| High net worth individuals | 7 | $15,730,115 |
| Charitable organizations | 1 | $53,794 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trestlewealth.com
- Facebook @TrestleWealth
- Instagram @trestlewealth
- LinkedIn @trestle-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trestle Wealth Advisory, LLC (CRD 329077): Form ADV filing data as of October 2026.