DBA: TREIBERG WEALTH MANAGEMENT
| Total AUM | $325.1M |
| Discretionary | $325.1M100% of AUM |
| Client Accounts | 706 |
| Avg Account Size | $460K |
| Employees | 6 |
| Peak AUM | $325.1MFeb 2026 |
| AUM CAGR | +18.3% /yrover 7 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $325M | +24.1% | +19.3% | +15.8% | |
| Discretionary AUM | |||||
| Total AUM | $325.1M |
| Discretionary | $325.1M |
| Employees | 6 |
| Client Accounts | 706 |
| Client Range | 0 |
Address
3573 EAST SUNRISE DRIVE
TUCSON AZ 85718
Phone
(520) 232-0505
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$325M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$325M
| $325M |
| +24.1% |
| +19.3% |
| +15.8% |
| Total Accounts | 706 | +11.2% | +6.3% | +9.3% |
| Avg Account Size | $460,490.895 | +11.6% | +12.2% | +6.0% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $54M | +24.1% | +19.3% | +15.8% |
Client AUM Segments | |||||
| Wealth AUM | $323M | +24.1% | +19.1% | +15.7% | |
| Institutional AUM | $2M | +21.4% | +65.8% | — | |
Client Count Segments | |||||
| HNW Clients | 119 | +3.5% | +4.7% | 1.2% | |
| Institutional | 4 | 0.0% | +60.9% | — | |
| Individuals | 151 | +15.3% | +10.1% | +14.4% | |