Tres Wealth Management Group LLC

Tres Wealth Management Group LLC (CRD# 167602) is a financial advisory firm headquartered in Chino, CA. They manage $58,000,000 in 186 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $311,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Tres Wealth Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Kalter
CRD#: 1559796
15302 Central Avenue, Chino, CA 91710
83
Wealthminder
score

Robert Kalter (CRD# 1559796) is an Investment Advisor Representative working at Tres Wealth Management Group LLC in Chino, CA and has over 17 years of experience in the finance industry.

2
Jay L. Sesto
CRD#: 1437173
15302 Central Avenue, Chino, CA 91710
48
Wealthminder
score

Jay Sesto (CRD# 1437173) is an Investment Advisor Representative working at Tres Wealth Management Group LLC in Chino, CA and has over 19 years of experience in the finance industry.

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