TRE API WEALTH MANAGEMENT, LLC

TRE API WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 282554). Regulatory assets under management: $52.0M.

Registration

• CRD: 282554
• Type: Registered investment adviser
• Phone: 415-846-5505
• Latest filing: 2026-02-12
• Regulatory AUM: $52.0M
• Discretionary AUM: $50.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282554 on SEC IAPD (source of record)
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