Treiberg Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$323,027,475
Clients
270
Advisors
3
of 6 employees
About
Treiberg Wealth Management provides discretionary asset management, financial planning, and hourly consulting to individuals — including high-net-worth clients — as well as small businesses, estates, and other institutional clients. The firm also delivers brokerage-related services through LPL Financial and supports both wrap-fee and non-wrap custodial account structures.
Portfolios are customized to clients’ objectives and risk tolerances, with regular reviews and rebalancing, and the firm generally manages accounts on a discretionary basis. Treiberg works with each client to determine whether the Strategic Wealth Management (SWM) custodial platform should be used in a wrap or non-wrap arrangement based on anticipated trading activity and account size.
The firm is notable for sponsoring and acting as portfolio manager for a wrap-fee program, a capability that is uncommon among peers and consolidates advisory and transaction services under a single fee arrangement. Treiberg also discloses use of artificial intelligence for real-time note-taking and data insights under human oversight, and it oversees roughly $325 million in discretionary assets across a three-advisor team serving about 270 client relationships.
Client services
Expertise
Fee options
Fixed fees for financial planning between $250 to $5,000
$0 - $5,000,000+: 2.0% maximum
Investment advisor representatives may receive commissions for sales of securities or investment products as registered representatives of LPL Financial
Hourly consulting fees generally range from $150 to $250, may exceed $250 based on complexity
Fee-only: Financial planning fees between $150 to $5,000 based on complexity; hourly consulting fees $150 to $250+ per hour; fixed fees $250 to $5,000 for financial planning
Main office
3573 East Sunrise Drive, Suite 115
Tucson AZ 85718
Advisors at this office
3
Most active in
Arizona · California · Florida · Indiana · Texas
Also doing business as
Treiberg Wealth Management · Treiberg Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Devin W
CFP®, Series 63, Series 66
Tucson, AZ
Treiberg Wealth Management
Devin Welch is a CFP® with 25 years of industry experience, currently serving as an advisor at Treiberg Wealth Management in Tucson, AZ. He has been with Treiberg Wealth Management and LPL Financial since 2009. Outside of his advisory role, he is involved as a soccer coach with Amphi Public Schools and Tucson Soccer Academy. Treiberg Wealth Management provides discretionary asset management, financial planning, and hourly consulting to individuals—including high-net-worth clients—as well as small businesses, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, generally managing accounts on a discretionary basis, and offers both wrap-fee and non-wrap custodial account structures.
Stephen M
CFP®, Series 66
Tucson, AZ
Treiberg Wealth Management
Stephen Mattingly is a CFP® with 18 years of industry experience, currently serving as an advisor at Treiberg Wealth Management in Tucson, AZ. He has been with Treiberg Wealth Management since 2016 and also maintains a long-term affiliation with LPL Financial since 2009. Outside of his advisory role, he is involved with SEM Group, Inc., a business entity for tax and investment purposes. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, with additional services for small businesses, estates, and other entities. The firm manages accounts on LPL Financial’s Strategic Wealth Management platform and offers tailored investment strategies that may include complex instruments for qualified clients, as well as a wrap fee program uncommon among similarly sized supported advisors.
Michael T
CFP®, ChFC®, Series 63, Series 66
Tucson, AZ
Treiberg Wealth Management
Michael Treiberg is a CFP® and ChFC® credentialed advisor with 29 years of industry experience. He is the principal at Treiberg Wealth Management in Tucson, AZ, where he has worked since 2016, following a 25-year tenure with LPL Financial, LLC. Outside of his advisory role, he is involved with a local fitness studio, Foothills Barre Studio. Treiberg Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, small businesses, estates, and institutional clients. The firm manages customized portfolios on a discretionary basis and is notable for sponsoring a wrap-fee program and incorporating artificial intelligence tools to support investment management.
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