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Treiberg Wealth Management

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Client assets under management

$323,027,475

Clients

270

56% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

90

High

Average account size

$1,196,398

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

Financial planning Portfolio management

Expertise

Wealth management Real estate investing Annuities

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Fee options

Fixed

Fixed fees for financial planning between $250 to $5,000

Percentage

$0 - $5,000,000+: 2.0% maximum

Commissions

Investment advisor representatives may receive commissions for sales of securities or investment products as registered representatives of LPL Financial

Project-based

Hourly consulting fees generally range from $150 to $250, may exceed $250 based on complexity

Other

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 location

Treiberg Wealth Management

3573 East Sunrise Drive, Suite 115

Tucson AZ 85718, United States

Number of offices

1

Most active in

Arizona · California · Florida · Indiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Devin W

CFP®, Series 63, Series 66

Tucson, AZ

Treiberg Wealth Management

Devin Welch is a CFP® professional with 24 years of industry experience, currently affiliated with Treiberg Wealth Management in Tucson, AZ, where he has worked since 2009. He also maintains a real estate license and coaches youth soccer through Amphi Public Schools and Tucson Soccer Academy. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored investment solutions across various asset classes and serving small businesses, estates, and other entities. The firm manages client accounts on a discretionary basis through LPL Financial’s Strategic Wealth Management platform and sponsors a wrap fee program uncommon among similarly sized supported advisors.

Wealth management Real estate investing Annuities
user avatar

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.

Wealth management Real estate investing Annuities
user avatar

Michael T

CFP®, ChFC®, Series 63, Series 66

Tucson, AZ

Treiberg Wealth Management

Michael Treiberg is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is the principal of Treiberg Wealth Management in Tucson, AZ, where he has worked since 2016, following a 15-year tenure at LPL Financial. Outside of his advisory work, he is involved with a fitness studio, Foothills Barre Studio, which he started in 2024. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, with additional services available to small businesses, estates, and other entities. The firm offers tailored investment management across a range of asset classes and serves as sponsor and portfolio manager for a wrap fee program on its custodial platform.

Wealth management Real estate investing Annuities
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