SourcingSourcing

TREIBERG WEALTH MANAGEMENT, INC.

C42
CRD 284140·SEC 801-116731·TUCSON, AZ
AUM
$325.1M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$975K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TREIBERG WEALTH MANAGEMENT, INC.
CRD
284140
SEC file #
801-116731
EIN
—
DBA names
Treiberg Wealth Management

Economics

AUM
$325.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$104.7M → $325.1M▲ +210%
Client mix
Individuals High Net Worth151
Individuals Other119
Pension Profit Sharing Plans3
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financialmedium confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
facebook.com/treibergwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TREIBERG, MICHAEL, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TREIBERG, MICHAEL, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:treiberg.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Window
Lpl Financial2
Full
Lpl Financial6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2932321
Trust Company Affiliate
No

People (3)

3
TREIBERG, MICHAEL, LEE
IAR · Direct Owner · 87.5%
2932321
DEVIN SCOTT WELCH
IAR
4008128
STEPHEN ERIC MATTINGLY
IAR
5343116