RIA Intel›Advisers›South Dakota›TREW ADVISORS, LLC

TREW ADVISORS, LLC

Advisory

SD

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$1M
across 30 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$30M
Discretionary %
95.2%
Clients
30
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$30M
Discretionary AUM$29M
Non-Discretionary AUM$1M
Discretionary %95.2%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, HI, SD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SD

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

BIRCH INVESTMENT MANAGEMENT, L.L.C.
BROOKINGS, SD
$23M
MIDWEST FINANCIAL STRATEGIES LLC
WATERTOWN, SD
$39M
WILLKATE WEALTH MANAGEMENT, LLC
ABERDEEN, SD
$41M
PRIORITY INVESTMENT SERVICES, LLC
FREEMAN, SD
$20M
RESOLVE CAPITAL MANAGEMENT LLC
SIOUX FALLS, SD
$42M
-7.2% 1Y
IRON MOUNTAIN FINANCIAL PLANNING, LLC
RAPID CITY, SD
$42M

Get the full picture on TREW ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TREW ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans