# TREYBOURNE WEALTH PLANNERS, INC.

TREYBOURNE WEALTH PLANNERS, INC. of GREENWOOD, IN is an SEC-registered investment adviser.

## Registration

- CRD: 122730
- Type: SEC-registered investment adviser
- SEC file number: 801-64128
- Location: 609 TREYBOURNE DR. SUITE B, GREENWOOD, IN, 46142
- Phone: 317-449-2040
- Latest filing: 2021-03-24
- Regulatory AUM: $422.1M
- Discretionary AUM: $370.1M
- Non-discretionary AUM: $52.0M
- Clients: 8
- Accounts: 1,279

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| ARMBRUSTER MARTIN JOSEPH | CHIEF COMPLIANCE OFFICER, PRESIDENT; PRESIDENT; PRESIDENT, CCO | — |
| SHERMAN PATRICK ANTHONY | SECRETARY; VP | — |
| GRANT JOHN DAVID | SEC-TREAS; TREASURER | — |
| VOEGELE TIMOTHY EUGENE | CHIEF INVESTMENT OFFICER | — |
| WILLISON STEPHANIE LYNN | PRINCIPAL; VICE PRESIDENT & PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122730/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122730/similar
- Related entities: https://search.stillhousedata.com/firm/122730/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122730

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.