Trella Wealth
Trella Wealth (CRD# 315090) is a financial advisory firm headquartered in , . They manage $11,784,357 in 125 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Trella Wealth
By the Numbers
-
Total Assets Under Management12MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$94,275
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, LA, TX
Financial Advisors at Trella Wealth
1
Philip Gibbs (CRD# 6455252) is an Investment Advisor Representative working at Trella Wealth in Bowling Green, KY and has over 9 years of experience in the finance industry.
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