RIA Intel›Advisers›California›TRES WEALTH MANAGEMENT GROUP, LLC

TRES WEALTH MANAGEMENT GROUP, LLC

Advisory

CHINO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#3,195

of 5,480 advisers by AUM

Average account

$425K

across 153 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

153 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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