Tres Wealth Management Group, LLC

Overview

Tres Wealth Management Group, LLC is a privately held limited liability company that provides portfolio management services primarily for individuals, families and small businesses, with some institutional relationships. The firm is owned by an individual and operates under a percentage-of-assets fee model. It is registered to do business in California and Nevada and reports advisory activity focused on discretionary portfolio management rather than pension consulting or ESG-driven strategies. Industry relationships include connections with accounting and insurance firms that support its client services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices