AdvisorOS Directory
Claim Profile
WT

Warren George Trepp

ASCENTIA CAPITAL PARTNERS, LLC·RENO, Nevada
Unclaimed Profile
5485 KIETZKE LANE, RENO, NV 89511CRD# 449191Firm CRD# 130651
01

About

Warren George Trepp is a registered financial advisor based in RENO, Nevada, affiliated with ASCENTIA CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ASCENTIA CAPITAL PARTNERS, LLC
ASCENTIA CAPITAL PARTNERS, LLC
AUM
$23M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ASCENTIA CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 449191
Firm CRD# 130651
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RENO?

Browse all registered financial advisors in RENO, Nevada or claim this profile if it's yours.

Browse RENO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Warren George Trepp offer?
Warren George Trepp specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RENO, Nevada for a consultation.
What are Warren George Trepp's credentials?
Warren George Trepp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Warren George Trepp located?
Warren George Trepp is based in RENO, Nevada, working with ASCENTIA CAPITAL PARTNERS, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Warren George Trepp charge for services?
Warren George Trepp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENTIA CAPITAL PARTNERS, LLC?
ASCENTIA CAPITAL PARTNERS, LLC has approximately 3 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RENO
Laif Erik Meidell — AMERICAN WEALTH MANAGEMENTPatricia Faye Meidell — AMERICAN WEALTH MANAGEMENTBrian Matthew Loy — SAGE FINANCIAL ADVISORS, LLCAndrew Page — SAGE FINANCIAL ADVISORS INCTodd Christopher Ganos — INTEGRATED WEALTH COUNSEL, LLC
Nearby cities in Nevada
LAS VEGAS (195)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile