Tres Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,600,000
Clients
141
Advisors
2
of 2 employees
About
TRES Wealth Management Group provides ongoing portfolio management and pension planning to individuals (including high‑net‑worth clients) and business entities. The firm prepares an individualized Investment Policy Statement for each client and manages diversified portfolios that may include mutual funds, equities, bonds, ETFs, REITs, private placements and insurance products such as annuities.
The firm uses a mix of fundamental, technical, charting and cyclical analysis and implements both longer‑term and shorter‑term trading strategies, documenting risk tolerance and investment objectives in each client’s IPS. Accounts are reviewed at least monthly by the firm’s reviewer, the adviser operates with discretionary authority, and custody is maintained with a third‑party custodian while advisory fees are charged as asset‑based (the firm does not accept performance‑based fees).
Notable for a firm of its size, the principal maintains licensed accounting and insurance activities, creating an affiliation with an accounting practice and the ability to offer commissionable insurance products; the brochure discloses these relationships and describes internal separations and conflict‑of‑interest disclosures to address potential overlaps. The adviser also highlights a small team overseeing roughly $65 million in AUM, no account minimum, and the occasional use of less common investment vehicles (for example private placements and insurance‑based products).
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,000 - $1,250,000: 1.25% $1,250,001 - $2,500,000: 1.00% $2,500,001 - No maximum: 0.85%
Main office
15302 Central Ave
Chino CA 91710
Advisors at this office
2
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Johannes B
Series 65
Chino, CA
Tres Wealth Management Group, LLC
Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.
Robert K
Series 63, Series 65
Chino, CA
Tres Wealth Management Group, LLC
Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.
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