TREIBERG WEALTH MANAGEMENT, INC.

TREIBERG WEALTH MANAGEMENT, INC. of TUCSON, AZ is an SEC-registered investment adviser (CRD 284140). Regulatory assets under management: $325.1M.

Registration

• CRD: 284140
• SEC file number: 801-116731
• Type: Registered investment adviser
• Location: 3573 EAST SUNRISE DRIVE, SUITE 115, TUCSON, AZ, 85718
• Phone: (520) 232-0505
• Latest filing: 2026-02-27
• Regulatory AUM: $325.1M
• Discretionary AUM: $325.1M
• Clients: 6
• Accounts: 706

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284140 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search