Tenbroeck Wealth Management, LLC

RIASEC Registered

Total AUM

$20.9M

Discretionary

$20.9M

100% of AUM

Avg account

$57K

Accounts

367

Employees

Advisory reps

Firm details

Headquarters: Visalia, California
CRD number: 304388
Website: sequoiainvesting.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals75.08%
HNWI24.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tenbroeck Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by a domestic individual entity. The firm serves individuals and families and acts as a capital allocator, offering both fee-based advisory relationships (percentage of AUM) and hourly engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not identified as an active ESG investor and reports an industry affiliation with an insurance company.