Tre Api Wealth Management, LLC

Tre Api Wealth Management, LLC (CRD# 282554) is a financial advisory firm headquartered in , . They manage $28,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $560,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tre Api Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Louis Barberini, financial advisor San Francisco CA
Louis C. Barberini
CRD#: 1241420
San Francisco, CA

Louis Barberini (CRD# 1241420) is an Investment Advisor Representative working at Tre Api Wealth Management, LLC in San Francisco, CA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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