Panama City Beach, FL Office

Updated today

Allstreet Wealth

Supported

Firm-wide stats for Allstreet Wealth

Total advisors

Across 3 offices

Clients per advisor

48 Typical

Avg AUM per client

$938,906 Typical

HNW client ratio

69% Very High

About

AllStreet Wealth is an SEC-registered advisory that works with individuals, high-net-worth clients, and business owners to provide comprehensive financial planning and discretionary investment management. The firm offers both ongoing, multi-meeting planning programs and project-based or hourly engagements to address topics such as retirement planning, estate coordination, employee benefits, and equity compensation.

The firm’s investment approach emphasizes long-term, passive, buy-and-hold portfolios centered on asset allocation and Modern Portfolio Theory, with discretionary implementation and periodic (typically quarterly) account reviews. Financial planning and investment management are integrated for certain service tiers, and plans are tailored to client circumstances including business-owner succession and equity-compensation issues.

Noteworthy aspects disclosed in the brochure include the firm’s use of testimonials in advertising, a practice that is uncommon among peers, and the principals’ operation of an affiliated education/content business that sells courses and templates to clients for separate compensation. Several founders also maintain outside consulting and marketing activities, and the firm structures multiple planning tiers that in some cases bundle investment management with planning services.

Based on Allstreet Wealth

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Based on Allstreet Wealth

Occupation focus

Founder/Business Owner Self-Employed

Based on Allstreet Wealth

Location

Panama City Beach FL

Advisors at this office

Treyton D

Series 65

Panama City Beach, FL

Allstreet Wealth

Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Self-Employed

View complete list of advisors at this office

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