TRES WEALTH MANAGEMENT GROUP, LLC

Overview

Tres Wealth Management Group, LLC is a small independent advisory firm focused on fee-based portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and runs discretionary portfolios for its clients. Public disclosures show a clear preference for listed equity exposure—exchange-traded equities and ETFs make up the largest share of client assets—while other sleeves such as mutual funds and annuities are used to fill specific cash-flow or allocation roles. The firm is not an active ESG investor and does not position itself as a pension consultant or a multi-state SEC-registered advisor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices