A complete list of active advisors currently associated with Trek Line Wealth

Warmer can help you find a great advisor at Trek Line Wealth or one who fits your needs even better.

Trek Line Wealth is an independent registered investment adviser formed in 2022 that provides discretionary portfolio management and integrated financial planning services to individuals, high‑net‑worth clients, small businesses, and charitable organizations and private foundations. As of August 2026 the firm reported roughly $12.9 million in assets under management across about 40 client relationships. The firm follows a globally diversified, long‑term approach that blends fundamental and quantitative analysis to establish asset allocation and select investments, commonly using index funds and ETFs alongside individual equity positions; certain alternative investments may be used for accredited clients. Clients receive a customized Investment Policy Statement and ongoing monitoring and rebalancing, and the adviser generally manages accounts on a discretionary basis. A noteworthy aspect of the firm is its explicit service to charitable organizations and private foundations, a client type that is uncommon among independent advisers. Operationally, the firm recommends a specific qualified custodian (commonly Charles Schwab), handles fee withdrawals (limited custody), does not sponsor wrap programs, and does not vote client proxies.

To learn more about the advisors currently working at Trek Line Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Aaron Flores	Horseshoe Bend, ID	4

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