TREYBOURNE WEALTH PLANNERS, INC.
Legal name: TREYBOURNE WEALTH PLANNERS
CRD #122730 SEC #801-64128 GREENWOOD, IN 317-449-2040
SEC Registered
Total AUM
$422.1M
Discretionary
$370.1M
Employees
8
Clients
11
Accounts
1,279
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| VOEGELE, TIMOTHY, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT & PRINCIPAL | NA | |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | PRESIDENT, CCO | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| ARMBRUSTER, MARTIN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | VP | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | VP | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | VP | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| SHERMAN, PATRICK, ANTHONY | I | SECRETARY | C | Control |
| GRANT, JOHN, DAVID | I | SEC-TREAS | A | |
| GRANT, JOHN, DAVID | I | SEC-TREAS | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | SEC-TREAS | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A | |
| GRANT, JOHN, DAVID | I | TREASURER | A |
Registrations
Federal
IA
Mar 24, 2021 REGISTERED
Notice Filings (6)
FL IL IN MI OH TX
Address
609 TREYBOURNE DR. SUITE BGREENWOOD, IN 46142
United States
Phone: 317-449-2040