RIA Intel›Advisers›Arizona›TREASURE INVESTMENT MANAGEMENT, LLC

TREASURE INVESTMENT MANAGEMENT, LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$253M
1-Year AUM Growth
-11.2%
3-Year CAGR
-3.8%
Employees
0
Assets Under Management
Total AUM$253M
Discretionary AUM$253M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients310
Team
Total Employees0
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingMay 12, 2020
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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