Trestle Wealth Advisory
Investment, Funds and Trusts • 
Duluth, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | Duluth, Georgia, United States |
| Phone number | +14049056576 |
| Website | |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contact at Trestle Wealth Advisory
David Jenkins
President & Wealth Adviser
Trestle Wealth Advisory Email Formats
Trestle Wealth Advisory uses 1 email format. The most common is {first initial} (e.g., j@trestlewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trestlewealth.com | 100% |
About Trestle Wealth Advisory
An independent Registered Investment Advisor firm.
$
Trestle Wealth Advisory revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Trestle Wealth Advisory has never raised funding before.
Israel
Czechia
Australia
United KingdomFrequently asked questions
Trestle Wealth Advisory is located in Duluth, Georgia, US.
You can reach Trestle Wealth Advisory at +14049056576.
Trestle Wealth Advisory was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Trestle Wealth Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
