# Treiberg Wealth Management

Treiberg Wealth Management is a Bank / Wealth / Trust based in Tucson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** Tucson, AZ, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** treibergwealth.com
- **LinkedIn:** https://www.linkedin.com/company/michael-treiberg-22650a24

## Regulatory record

- **CRD number:** 284140
- **SEC file number:** 801-116731
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284140

## About

Joseph Treiberg established the firm in Tucson in 2002 as a registered investment advisor targeting private clients and entities. The practice integrated financial planning, estate planning, and discretionary portfolio management under a single roof — a structure that can reduce coordination friction for clients who might otherwise hire separate providers for each function. The firm's advisory services span individual and trust accounts, with a stated client base that includes high-net-worth individuals and business entities. While Treiberg Wealth Management does not publicly disclose a full breakdown of its investment committee or asset-class allocations, the firm's ADV filings indicate it constructs portfolios from individual equities, fixed-income instruments, mutual funds, and exchange-traded funds. Its geographic footprint remains concentrated in southern Arizona, with no additional offices reported in public regulatory records. The firm operates as a registered investment advisor with the SEC, a regulatory posture that imposes a fiduciary duty on client relationships — meaning the firm must place client interests ahead of its own. Team size and total regulatory assets under management are not publicly disclosed. No adjacent vehicles, foundations, or operating-company relationships are reported in public filings or the firm's official communications. Treiberg Wealth Management's structural differentiator is its span of planning services — including estate and retirement planning — layered onto an RIA's fiduciary framework, which is not universal among smaller Arizona-based advisory practices. The absence of a broker-dealer affiliation also shapes its revenue model around advisory fees rather than commissions, aligning compensation with assets under advisement rather than transaction volume.

## Questions

### Where does Treiberg Wealth Management's client base concentrate geographically?

The firm is headquartered in Tucson, Arizona, and its public-facing materials indicate a client base concentrated in southern Arizona, with no additional offices reported beyond its Tucson location.

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Last updated: 2026-06-03T20:00:00.000Z

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