# TREK WEALTH PLANNING

TREK WEALTH PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 307671
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307671

## About

TREK WEALTH PLANNING is a state-registered investment adviser in COLUMBIA, MO. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is TREK WEALTH PLANNING a fiduciary?

Yes. As a registered investment advisor, the firm is legally bound to the fiduciary standard under the Investment Advisers Act of 1940, meaning it must put client interests ahead of its own. This distinguishes it from broker-dealers, who operate under a lower suitability standard.

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- [Serendib Capital Management](https://altss.com/profile/serendib-capital-management-llc)

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

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