Vetted Advisor's Table

Michael Treiberg, CFP®, ChFC®
Treiberg Wealth Management, Inc.

Tel: 520-232-0505
3573 E Sunrise Drive
Suite 115
Tucson, AZ 85718
Treiberg Wealth Management, Inc. | Financial Advisor in Tucson ,AZ

About Treiberg Wealth Management, Inc.

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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General Information

Firm Start Year:   2001
No. of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, CA, CO, DE, FL, ID, IN, KY, MI, MN, MO, NC, NJ, NY, TX, VA, WA, WI
Number of Years with Current Firm:   18
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Email, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Disability, Annuity, Life
Financial Organization Memberships:   Financial Planning Association (FPA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000.00
Compensation Methods:   Flat Fee, Hourly, Based on Assets


Why should I choose you as my financial advisor?

CFP® (CERTIFIED FINCIAL PLANNER), AIF® (Accredited Investment Fiduciary), RICP® (Retirement Income Certified Professional), ChFC (Chartered Financial Consultant).

How do you charge for your services?

Asset based fee of flat fee

How are you compensated? How will I pay for your services?

Asset based fee of flat fee

Have you ever been charged with any breaches?


What services do you provide? What are your specialties?

Portfolio management and financial planning. Our specialty is portfolio management near or during the transition to retirement.



WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 8:00 AM - 4:30 PM
Tue. 8:00 AM - 4:30 PM
Wed. 8:00 AM - 4:30 PM
Thu. 8:00 AM - 4:30 PM
Fri. 8:00 AM - 4:30 PM

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