TREK WEALTH PLANNING

Overview

Trek Wealth Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagement options. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Trek Wealth Planning is not listed as a multi-state adviser in the provided data, and the year of SEC registration is not available in the summary.

Assets & Accounts

Investments & Alternatives