Trek Wealth Solutions
Company

Trek Wealth Solutions

Financial Services North Little Rock, Arkansas, United States 10 employees
Employees
10
Contacts
3
Emails
3
Phones
1

Trek Wealth Solutions Overview

Headquarters
North Little Rock, Arkansas, United States
Industry
Financial Services
Employees
10
Founded
2023
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Trek Wealth Solutions

Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.

Trek Wealth Solutions Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Trek Wealth Solutions Org Chart

Sample employees and titles
Name Title Contact
Kimberly Smith Financial Advisor @ Trek Wealth
View
John Davis Financial Advisor at Trek Wealth
Email Phone
Chandra Catron Project Manager
Email
Kaitlyn Laney, Cfp® Certified Financial Advisor
Email

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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