Michael Lee Treiberg
Investment adviser representative at Treiberg Wealth Management
25 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$325.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Treiberg Wealth ManagementAug 2016 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger)Oct 2001 to now
- LPL Financial, LLCOct 2001 to Dec 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Treiberg Wealth Management
Legal name: Treiberg Wealth Management, Inc.
$325.1MAssets managed
274Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2932321
- Firm CRD
- 284140