TREYBOURNE WEALTH PLANNERS, INC.

TREYBOURNE WEALTH PLANNERS
GREENWOOD, Indiana·5 registered advisors·CRD# 122730
SEC# 801-641281317-449-2040
01

Firm Overview

AUM
$422M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
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.

5 registered advisors
John David Grant
GREENWOOD, Indiana
Martin Joseph Armbruster
GREENWOOD, Indiana
Patrick Anthony Sherman
GREENWOOD, Indiana
Stephanie Lynn Willison
GREENWOOD, Indiana
Timothy Eugene Voegele
GREENWOOD, Indiana
05

Office Locations

GREENWOOD, Indiana
5 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.