Brecht Van Waes
Advisor at Trilogy Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trilogy Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Denver, CO 80206
Credentials
Series 65
Brecht Van Waes is a Series 65-licensed advisor at Trilogy Capital, Inc. in Denver, CO, with experience at firms including Highspring at Google and AVLO. He has worked in financial roles since 2020 and was previously at Adams State University from 2015 to 2021. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management along with sub-advisory and financial coaching services. The firm constructs globally diversified, risk-based portfolios using institutional managers, model portfolios, and proprietary strategies, integrating real estate and private-investment options into its planning and portfolio construction.
Based on Trilogy Capital, Inc.
Based on Trilogy Capital, Inc.
Fixed coaching fees start at $1200; Advanced Planning fees $1,200 upfront and $1,200 at delivery or waived for clients over $500k managed assets
Negotiable up to 2.00% annually
Consulting fees negotiable; coaching fees start at $1200 with payment options (e.g., 12 monthly payments of $100)
Account minimum: $5,500
101 University Blvd. Ste. 450
Denver, CO 80206
Colorado
Trilogy Finance
2026 - Present (1 year)
Highspring @ Google
2025 - 2026 (1 year)
AVLO
2023 - 2025 (2 years)
unemployed
2022 - 2023 (1 year)
Tech Firefly
2021 - 2022 (1 year)
Avlo
2020 - 2021 (1 year)
Adams State University
2015 - 2021 (6 years)
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Is active or affiliated with:
Insurance agent
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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