Trek Line Wealth
Firm details
- Headquarters
- ,
- CRD number
- 322921
- Website
- sagemountainwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.77%
- Charitable Organizations35.65%
- HNWI9.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trek Line Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management. Trek Line Wealth does not identify as an active ESG investor, is not structured as a capital allocator, and is not described as operating across multiple states.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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