TRELLA WEALTH

TRELLA WEALTH is an SEC-registered investment adviser (CRD 315090). Regulatory assets under management: $19.2M.

Registration

• CRD: 315090
• Type: Registered investment adviser
• Phone: (270) 238-8059
• Latest filing: 2026-02-23
• Regulatory AUM: $19.2M
• Discretionary AUM: $19.2M
• Clients: 1
• Accounts: 171

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315090 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search