TREYBOURNE WEALTH PLANNERS, INC.

TREYBOURNE WEALTH PLANNERS
GREENWOOD, Indiana·3 registered advisors·CRD# 122730
SEC# 801-641281317-449-2040
01

Firm Overview

AUM
$422M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TREYBOURNE WEALTH PLANNERS, INC.

3 registered advisors
Martin Joseph Armbruster
GREENWOOD, Indiana
Stephanie Lynn Willison
GREENWOOD, Indiana
Timothy Eugene Voegele
GREENWOOD, Indiana
CFPCFA
05

Office Locations

GREENWOOD, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. TREYBOURNE WEALTH PLANNERS, INC. (CRD# 122730) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.