Trebuchet Consulting, LLC
SEC RegisteredFinancial Planning and Wealth Management Services for Clients in Pittsburgh and across the United States.
About the firm
Trebuchet Consulting, LLC is a financial planning and wealth management firm based in Pittsburgh, PA. The firm's mission is to assist clients in identifying and fulfilling strategic financial goals by providing personalized solutions for basic and complex financial needs. They offer a range of services to assist clients and their other strategic advisers in asset accumulation, allocation, preservation, growth, and transfer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Wealth Management, Estate Planning, Income Tax Planning, Asset Accumulation, Asset Allocation, Asset Preservation, Asset Growth, and Asset Transfer.
Who they serve
Business executives, professionals, retirees, and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $55M |
| High Net Worth Individuals | 220 | $1.0B |
39 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trebuchet Consulting, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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