Michael
Treiberg

Treiberg Wealth Management

CRD#2932321
Investment Advisor
in Tucson, AZ

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About this Advisor

Michael Treiberg is a financial advisor based in Tucson, Arizona, working with Treiberg Wealth Management. Michael has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger), Lpl Financial, LLC, and Treiberg Wealth Management. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Michael is part of Treiberg Wealth Management, which operates out of Tucson, Arizona. The firm has 6 employees and manages assets totaling $225.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Treiberg Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3573 East Sunrise Drive Suite 115
Tucson, AZ 85718

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Treiberg Wealth Management Brokerage Details

Total Assets Under Management

$225,796,680

AZ Average: $1,555,372,352
Total Number of Employees

6

AZ Average: 37
Total Number of Accounts

609

AZ Average: 1,370
Average Account Size

$370,766

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Treiberg Work History

2016 - Present (8 years)

Treiberg Wealth Management

2001 - Present (23 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger)

2001 - 2016 (15 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Michael Treiberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Treiberg Wealth Management

Jason Deeds
Tucson, AZ
Stephen Mattingly
Tucson, AZ
Devin Welch
Tucson, AZ
Michael Treiberg
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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