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Treybourne Wealth Partners (Greenwood)


Treybourne Wealth Partners is a large advisory firm based in Greenwood. It manages $115.78 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Indiana.

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Treybourne Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Treybourne Wealth Partners: assets under management

The assets under management (AUM) of Treybourne Wealth Partners is $115.78 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $94.13 million in discretionary accounts and $21.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $506.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $555.38 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Treybourne Wealth Partners for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood

The principal office where Treybourne Wealth Partners performs its advisory services is located at 609 Treybourne Dr. Suite A, Greenwood, IN 46142, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-881-6670 or by fax 317-887-5692. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.s-a-cpa.com.


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