TREK WEALTH PLANNING

TREK WEALTH PLANNING of COLUMBIA, MO is an SEC-registered investment adviser (CRD 307671). Regulatory assets under management: $23.9M.

Registration

• CRD: 307671
• Type: Registered investment adviser
• Location: 910 E BROADWAY, COLUMBIA, MO, 65201
• Phone: 5733675577
• Latest filing: 2026-07-07
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Clients: 1
• Accounts: 185

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search