Trestle Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,053,780
Clients
53
Advisors
1
of 1 employees
About
Trestle Wealth Advisory, LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm also offers periodic educational seminars at no charge to attendees and provides written Investment Policy Statements for clients.
Trestle documents client goals and risk tolerance and applies modern portfolio theory to construct and monitor portfolios, using long‑term trading and, when applicable, margin transactions. The firm implements strategies on a non‑discretionary basis, typically recommending Focus Partners Advisor Solutions, LLC for account administration and implementation and requiring clients to custody assets at Schwab Institutional.
Compared with peers, Trestle is notable for reporting $33,107,574 in non‑discretionary assets and no discretionary AUM as of December 2025, a structure that is uncommon among independent advisers. It also explicitly accepts charitable organization clients and regularly conducts no‑charge educational workshops, while relying on third‑party platforms for administrative, allocation analysis, and trade processing rather than exercising discretionary trading authority.
Client services
Expertise
Fee options
$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.20% $5,000,001+: 1.05%
$300 per hour for financial planning services
Main office
3470 McClure Bridge Rd, #2322
Duluth GA 30096
Advisors at this office
1
Most active in
Georgia
Also doing business as
Jenkins Wealth Management, LLC · Trestle Wealth Advisory, LLC
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.
Forms ADV
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