LP Profile

Trek Financial

Also known as trek financial

Wealth ManagerScottsdale, United StatesFounded 1996
Scottsdale
Headquarters
Investment Focus

About Trek Financial

Trek Financial is a wealth manager based in Scottsdale, US. Founded in 1996.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Trek Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.8B
Total Clients
10,768
Filing Date
May 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Trek Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Trek Financial?

Trek Financial is a wealth manager based in Scottsdale, United States.

Where is Trek Financial headquartered?

Trek Financial is headquartered in Scottsdale, United States.

When was Trek Financial founded?

Trek Financial was founded in 1996.

How can I contact Trek Financial?

Verified contact details, key decision-makers, and investment preferences for Trek Financial are available on LPbacked. Create a free account to access them.