Tres Wealth Management Group, LLC

Tres Wealth Management Group, LLC (CRD# 285908) is a financial advisory firm headquartered in Chino, CA. They manage $48,200,000 in 169 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15302 Central Ave, Chino, CA 91710
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $285,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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 Kalter, financial advisor Chino CA
Robert E. Kalter
CRD#: 1559796
15302 Central Ave, Chino, CA 91710

Robert Kalter (CRD# 1559796) is an Investment Advisor Representative working at Tres Wealth Management Group, LLC in Chino, CA and has over 24 years of experience in the finance industry.

2
Jay Sesto, financial advisor Chino CA
Jay L. Sesto
CRD#: 1437173
15302 Central Ave, Chino, CA 91710

Jay Sesto (CRD# 1437173) is an Investment Advisor Representative working at Tres Wealth Management Group, LLC in Chino, CA and has over 26 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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