A complete list of active advisors currently associated with Trestle Wealth Advisory, LLC

Warmer can help you find a great advisor at Trestle Wealth Advisory, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trestle Wealth Advisory, LLC, 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.