Treiberg Wealth Management

Treiberg Wealth Management, established in 2002, offers asset management and brokerage services through LPL Financial LLC. In 2016, it became an independent investment advisor registered in Arizona and transitioned to an SEC-registered firm in 2019. The firm's owner, Michael Treiberg, holds various professional designations and provides discretionary fee-based asset management services to individual clients, high-net-worth individuals, and small businesses. Treiberg Wealth Management offers a wrap fee program providing comprehensive advisory services with a single fee covering portfolio management, advice, and research. Clients can choose between a wrap or non-wrap fee account under the Strategic Wealth Management program. Financial planning services are available separately for a fee, covering various aspects such as retirement, insurance, wealth accumulation, and tax planning. The firm discloses potential conflicts of interest, including compensation for the sale of securities and insurance products. Treiberg Wealth Management does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion, and the firm does not vote client securities. The firm does not have custody of client funds and provides ongoing account reviews. Treiberg Wealth Management's Code of Ethics emphasizes fiduciary duty and ethical conduct. The firm utilizes artificial intelligence tools to enhance services and maintain data privacy. Additional information, including disciplinary history and financial details, is available on the SEC's website.