RIA Intel›Advisers›Georgia›TRESTLE WEALTH ADVISORY, LLC

TRESTLE WEALTH ADVISORY, LLC

Advisory

DULUTH, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$166K
across 199 accounts
AUM per adviser
$33M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$33M
Discretionary %
0%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$33M
Discretionary AUM$0
Non-Discretionary AUM$33M
Discretionary %0%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AJAX CAPITAL ADVISORS, INC.
ATLANTA, GA
$33M
ROOT WEALTH MANAGEMENT LLC
$33M
AUST FINANCIAL ADVISORY, LLC
$33M
VERSAILLES FINANCIAL, LLC
$33M
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
DULUTH, GA
$33M
RELIASTAR CAPITAL MANAGEMENT, INC.
DAWSONVILLE, GA
$34M

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